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For More Than 30 Years
We’ve Helped Contractors Improve Profitability
Our firm has years of experience and
involvement in the construction industry. We currently work
with more than 100 construction clients in areas such as grading,
highway, building, electrical, utility, roofing, HVAC and various
other specialty contractors. We work very closely with the surety
industry and our clients’ bonding agents. Additionally,
we are very experienced with the different tax methods available
to contractors and other tax issues unique to the industry.
We use this experience to benefit our contractors to help them
make the best choices for their business’ success.
Help Strengthen Bonding Relations
- Attention and Follow-up
- Cash-Flow Planning
- Financial Reporting for Bonding and Surety
- Knowledge of Contractor Software
- Tax Strategy
Members of:
- Carolinas Associated General Contractors
- Carolinas Surety Association
- Construction Professionals Network
- Construction Financial Management Association
- Institute of Certified Construction Financial
Professionals
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We have extensive professional
expertise in all aspects of non-profit financial advisory and
accounting practices and are honored to work with many of the
leading non-profit organizations in North Carolina. For more
than a quarter of a century, we have built and maintained these
important relationships. Our staff is knowledgeable of the Single
Audit Act that impacts non-profits receiving governmental awards,
and we pride ourselves in staying current on all the newly developing
rules and regulations affecting this area of practice. Our expertise
includes unrelated business income tax planning, charitable
remainder trusts, lobbying tax elections, formation of taxable
and non-taxable subsidiaries, financial statement audits, retirement
plan audits and preparation of informational tax returns.
Financial Reporting & Management
- Audits of Financial Statements
- Compliance with OMB Circular A-133
- Exempt Status Applications
- Information Returns
- Retirement Plan Audits
Consulting Services
- Assistance with Budget Preparation
- Charitable Remainder Trusts
- Employee Benefit Plan Administration
- Formation of Taxable and Non-Taxable Subsidiaries
- Lobbying Tax Elections
- New Business Start-Up Assistance
- Review of Activities that Could Jeopardize
Exempt Status
- Unrelated Business Income Tax Planning (UBIT)
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We have built our practice on the closely-held
business, and it is the core of our client base. We serve closely-held
businesses in a diverse array of industries, and are aware of
the unique challenges they face. We offer a full range of services
to closely-held businesses, including audit, accounting, tax and
business advisory services. Our goal is not merely to assist our
clients with these regulatory and compliance requirements, but
to look beyond the numbers to help our clients increase profitability,
optimize cash flow, minimize taxes and achieve the growth they
desire. We do this by asking questions and learning about your
business, identifying areas in which controls and processes may
be strengthened, helping to facilitate management decisions with
timely financial information and planning for the realities of
the business and regulatory environment in which you operate.
We have the resources to assist closely-held businesses throughout
their life cycles, from startup, through the various stages of
growth, and in succession to future generations. The closely-held
business is a way of life for our clients, and it is a way of
life for us.
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Closely-Held
Business