Accounting

Seamless, highly efficient services

Many of our clients want us to prepare and frequently review financial statements for their owners, creditors, bankers, and others. Coordinating with our clients, we ensure that these engagements are managed efficiently and integrated effectively with our tax planning and compliance efforts. At Calegari & Morris, we combine our accounting and tax services in a unique way. The same experienced team members who provide tax planning also provide accounting services.

Since many of us came from “Big Four” firms, we recognize the disadvantages of separating these functions—including a lack of communication and cooperation between departments—and, likewise, the advantage of one team handling both: you receive seamless, highly efficient services from a relatively small engagement team. So unlike the clients of most large firms, you don’t end up “training” the staff. Most of our clients find that our thorough review and compilation procedures meet their financial reporting needs, while eliminating the expense and administrative burden of an audit.

We look forward to meeting you and to helping you achieve your financial goals. We provide a variety of additional accounting and attestation services including:

• Compilation and review of financial statements
• Historical or prospective performance
• Budget and cash flow forecasting
• Break-even analyses
• Internal control systems and processes
• Financial forecasts and projection reports
• Pro forma financial information reports
• Review of the entity's internal control over financial reporting
• Compliance with contracts and royalty agreements