| Accounting Software Selection & Implementation |
With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult. As accounting professionals, we are exposed to most programs through trade journals and actual use. Our experienced staff can help you choose and implement the system that best fits your needs. |
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| Audits, Reviews and Compilations |
We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on all three levels of assurance:
*Audit- an intensive examination with the highest level of assurance
*Review - some analytical procedures conducted with limited assurance
*Compilation - based upon client information provided and used primarily for internal use. |
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| Bankruptcies |
Filing for bankruptcy is a serious and involved process with many legal and tax issues. Our firm is familiar with the complexities of the bankruptcy filing system and can competently guide you through the process. |
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| Business Entity Selection |
Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company. |
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| Business Succession Planning |
Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan. |
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| Business Valuations |
Whether you are thinking of buying a new business, selling your existing business or are in the midst of a difficult divorce, the amount attached to the value of that business is critically important. We can provide useful and objective analysis to assist you in the valuation of any business in which you already have an interest or are considering acquiring. |
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| Cash Flow & Budgeting Analysis |
A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses. |
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| Construction/Real Estate Services |
Greer & Walker serves a large group of contractor and real estate clients and we are committed to staying abreast of issues which affect such companies. Our construction group of professionals are exposed to regular continuing education in construction related fields to ensure that we stay current with the issues that the industry faces. Our firm is also a member of the Construction Financial Management Association, the Association of General Contractors and the American Subcontractors Assocation. |
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| Consulting Services |
We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:
*Accounting software selection and implementation
*Type of entity selection
*Business valuations
*Buying/selling a business
*Computer systems
*Financial & retirement decisions
*Estate, trust & gift planning |
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| Employee Benefit Plans |
The accounting and tax issues involved with employer-provided benefit plans can be overwhelming. We can assist with the development, implementation and administration of your employee benefit plan. |
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| Estate & Trust Tax Preparation |
Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order. |
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| Estate Planning |
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order. |
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| Financial Forecasts & Projections |
Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals. |
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| Financial Planning |
A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security. |
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| Forensic Accounting |
We use accounting and auditing skills to provide an analysis of financial records in conjunction with dispute resolutions, as well as fraud and theft investigation. Our damage measurement methods are designed to determine the extent of financial loss and illegal accounting practices. |
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| Fraud Prevention & Detection |
We use accounting and auditing skills to provide an analysis of financial records in conjunction with fraud and theft investigation. Our damage measurement methods can determine the extent of financial loss and illegal accounting practices. |
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| IRS Representation |
During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies. |
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| Internal Controls Review |
Many companies have weaknesses in their internal controls that are not detected until a major catastrophe has occurred, either due to inaccurate financial statements or misappropriation of assets. Many individuals also believe that their annual audit is designed to detect these weaknesses. This is not the case. We can perform a review of your internal controls and make recommendations for improvement that provide management with confidence that their internal controls are operating properly. |
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| International Business |
You need a dependable and knowledgeable business partner to assist you with your international ventures. Greer & Walker's two decades of experience will provide you with the practical knowledge you need to be confident in navigating the complex international environment. Greer & Walker's international team is dedicated to serving American companies expanding their businesses abroad and international firms seeking to establish a subsidiary or presence in the Carolinas. Our professionals assist companies ranging from start-ups to well-established multinationals. Besides being deeply rooted in the Charlotte region, we have extensive worldwide resources through our membership in PKF-International, an affiliation of independently owned accounting and consulting firms spanning the entire globe.
Our Services
Tax Planning
- Business entity selection
- Withholding tax planning
- Entity capitalization and earnings stripping limitation calculations
- Transfer pricing studies and documentation
- Repatriation of profit strategies
- Foreign investment in U.S. real property
- Executive services for impatriates and expatriates
- Worldwide tax minimization strategies
- Tax planning, structure and due diligence related to mergers, acquisitions or sale of business transactions
Accounting and Audit Services - Audits, reviews and compilations
- U.S./foreign GAAP conversion
- Budgeting and cash flow planning
- Buy-sell agreement design
- Fixed asset accounting
- Internal control evaluations
- Projections and forecasts
- Forensic accounting and fraud auditing
Other Services
In addition to the traditional accounting and tax compliance services, we provide assistance in the following areas: - Standard cost analysis, including design and implementation of indirect cost allocations
- Interim assistance with accounting personnel needs
- Estate planning for non U.S. citizens
- Information technology services, selection and implementation
- Investment advisory services
- Assurance
- Litigation support
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| Investment Review |
As you develop your investment strategy, we will act as your sounding board. We can help you and your investment advisor build an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax return. |
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| Litigation Support |
Litigation support involves the quantification of economic damages pursuant to existing or pending litigation using accounting, auditing and financial techniques. We have experienced, competent staff who can compile information efficiently to assist in the calculation and documentation of any potential economic loss or damages. When needed, we also provide expert witness testimony for deposition and trial purposes. |
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| Management Advisory Services |
Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success. |
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| Manufacturing & Distribution Services |
Our manufacturing and distributing clients know better than anyone that the only constant is change. In order to achieve sustainable growth, you need to be continuously looking for new technologies and processes to maintain a lean operation efficient supply chain, and good internal controls. Working with people who have answers and know the quickest path to solutions gives you a competitive advantage. Our professionals offer a broad range of services, while focusing on your unique challenges and needs. |
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| Mergers & Acquisitions |
Finding the right business partner for your company can be a difficult task. We can assist you in the merger or acquisition process by assessing such critical elements as tax considerations; product/service compatibility; competitive tactics and position; financial impact; and cash flow considerations. |
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| Out-Sourced Internal Audit Services |
Often internal audit groups are asked to expand their scope or serve growing organizations without additional resources. We are able to help augment those resources or act an an internal audit group. We can either provide professionals to work as part of your internal audit group or design an internal audit program to provide management assurance. |
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| Pension & Profit Sharing Plans |
Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs…) can provide significant tax advantages for closely held businesses and self-employed individuals. Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees. |
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| Retirement Planning |
Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years. |
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| Special Accounting Projects |
You may have projects that require immediate attention or you may be faced with deadlines or staffing issues due to temporary absences without adequate internal resources. We can provide professionals with wide ranges of experience levels to work under your directon or deliver turn-key service with complete project management to help your business continue to operate without disruption.
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| Tax Services |
We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:
*Tax planning & return preparation
- Individuals
- Corporations
- Partnerships
- LLCs/LLPs
- Estates, trusts & gift
- Not-for-profit organizations
*Taxing authority representation
*Divorce and support issues
*Tax effects of buying/selling a business |
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