To effectively manage financial affairs, you need three things: extensive knowledge, meticulous organization, and constant vigilance. Harold C. Ward Jr., CPA, PC provides all that and more, thanks to a complete range of consulting and advisory services to help you sort through the complexities of financial planning.

We're proactive in serving each client's needs, providing helpful information and access to a wealth of resources on a regular basis.

We view our relationships with our clients as ongoing partnerships, and we pledge to provide you with quality, up-to-date tax return preparation and advice, whatever your tax planning and preparation needs - whether you're a sole-proprietor business or operate a multi-tiered corporation or partnership.

But our dedication to you doesn't stop after April 15. All through the year, we keep up to date on current tax laws to minimize your tax liabilities and to maximize your future opportunities.

Wouldn't it be helpful to rely on a trusted, accessible business partner to handle your payroll functions, from issuing checks to filing the necessary tax returns? We're here to lend a hand with our payroll services.

We measure our worth by the personal and business successes of our clients. Allow us to help your business identify areas that are 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 and flexible strategies that address the issues affecting your business.

We view our role in the financial reporting process as an opportunity in providing constructive solutions for managing your company's profitability and efficiency. We provide financial reporting on the review and compilation levels of service as detailed below.

Allow us to work with your organization to determine which of these services best suits the needs of your business to provide precise and timely financial information for the effective management of your company.

Review

A review, less in scope than an audit, consists of making inquiries of management, examination of supporting documentation, and understanding the internal control structure of an organization. During a review there is no confirmation of balances, or any audit tests applied to the underlying data or to the representations made by management. We do apply analytical procedures to the underlying data and representations to identify unusual items or trends that may need further explanation. A successful completion of this review allows us with a reasonable basis for expressing limited assurance that there are no material modifications that should be made to the financial statements in order for them to be in conformity with Generally Accepted Accounting Principles (GAAP).

Compilation

A compilation consists of taking the organizations financial data and presenting it in a financial statement format. There is no verification of balances, revenue or expense classifications, and typically no analytical review is required. We issue a standard report which states the financial statements have been compiled and offer no assurance as to whether material changes would be necessary to conform to GAAP.

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Allow our qualified staff to assist you with the day-to-day tasks associated with bookkeeping.

In today's hectic business world, it's a challenge to juggle all the daily tasks that keep your business running efficiently. One of the most time-consuming tasks any business owner faces is payroll. Wouldn't it be helpful to rely on a trusted and accessible business partner to handle your payroll? Allow us to manage your payroll functions, from issuing checks to filing the necessary tax returns.