Discovering the DFC difference                                 

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                                                           Audits, Reviews and Compilations                                          top of page

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.

 

 

 

                                                                   Tax Services and Planning                                               top of page

Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.
 

 

 

                                                                     Accounting Services                                                       top of page

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

*General ledger & financial statement preparation
*Bookkeeping (Monthly/Quarterly/Annual)
*Accounting system setup for new businesses
*Computerized payroll services
*Business tax return preparation (Sales & Use/Business Property)
*Personal financial statements
*Litigation support

 

 

                                          
 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

                                                                 Bookkeeping/Write-Up                                                    top of page

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. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.
 

 

 

                                                                     Consulting Services                                                       top of page

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:
*Type of entity selection
*Business valuations
*Buying/selling a business
*Financial & retirement decisions
*Estate, trust & gift planning
 

 

 

                                                           Cash Flow & Budgeting Analysis                                           top of page

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.

 

 

                                                                       Computer Related Services                                            top of page
Computer services routinely include the processing of payroll, accounts receivable, accounts payable, general ledgers, and financial statements.  Our services include installation of software packages, including  Quickbooks© and EasyACCT©.   Our accounting expertise along with our forty five years of data processing experience, provides a major advantage to clients in need of these services.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

                                                                    Business Valuations                                                       top of page

Whether you are thinking of buying a new business or in the midst of a difficult divorce, the amount attached to the value of your business is important. We can provide useful and objective analysis to assist you in the valuation of any business in which you have an interest.
 

 

 

                                                                Mergers & Acquisitions                                                  top of page

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.
 

 

 

                                                            Management Advisory Services                                         top of page

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.

 

 

                                                                       Succession Planning                                                       top of page
Being in business for 90 years means that we have assisted many clients in successfully transferring their business ownership to family members or new buyers. We are knowledgeable in issues of concern and the sensitivity of this issue.

                                                                     

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

                                                                    Retirement Planning                                                      top of page

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.
 

 

 

                                                                         Estate Planning                                                        top of page

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.
 

 

 

                                                                    IRS Representation                                                     top of page

During our years of experience dealing with many taxing authorities, we have achieved a level of expertise that can ensure our clients they are being properly represented before the various federal and state tax agencies.

    

 

    Dana F. Cole & Company, LLP                                            Privacy Policy                                                     Certified Public Accountants
Services

                                   Audits, Reviews and Compilations                 Tax Service and Planning
                                   Accounting Services                                      Human Resource Services
                                   Bookkeeping/write-up                                   Consulting Services
                                   Cash Flow and Budgeting Analysis                Computer Related Services  
                                   Business Valuations                                       Payroll Processing
                                   Mergers and Acquisitions                              Management Advisory Services
                                   Succession Planning                                      Retirement Planning
                                   Estate Planning                                              IRS Representation

Professional Financial Advisors, LLC

                                                                         Human Resources                                                          top of page
*Employee Handbooks
  We will assist in designing, writing and producing handbooks, manuals and forms. 
*Recruiting and Placement
  We will assist in every step of recruiting and placement, including assessment and evaluation.
*Training and Staff Development
  Our Human Resources department can assist in training and team building skills for your organization as well as planning retreats. 
*Compensation
  We will assist in creating and implementing comprehensive compensation and benefit programs for all levels of staff.  We  can audit or prepare job descriptions for all organizational levels. 
*Benefits
  We can develop and administer cafeteria plans, health care expense accounts and dependent care expense accounts.