Services

Accounting Services

The firm prepares financial statements on both the cash basis and the income tax basis in addition to in accordance with Generally Accepted Accounting Principles (GAAP) for use by banks, investors, and other third parties. Our firm will also prepare custom financial reports for internal, managerial use.

Business Planning

The firm will provide business planning services for both businesses and individuals needing either financing for their startup or existing business or for an operating guide to provide for business growth. Services include writing, reviewing or editing the narrative, preparing and compiling financial projections,  and selecting appropriate supporting documents for the plan or loan package. The firm will assist in contacting potential sources of financing and will work with you to obtain the desired capital.

Bookkeeping/Write-Up

The firm provides bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis.

Cash Flow & Budgeting Analysis

The firm offers cash flow and budgeting analyses that can help you minimize cost overruns, lost purchase discounts, and uncollectable receivables.


Forensic Accounting

Mr. Rosenberg has testified as an expert witness. The firm is available to review business records  to uncover financial irregularities.


Tax Services

The firm offers a full range of tax planning and compliance services, and will work with you throughout the year if necessary in order to minimize your total tax burden. The firm also prepares all federal, state and local tax returns for individuals and businesses. If you are audited, the firm will represent you before the Internal Revenue Service and the State Division of Taxation.

Tax Planning 

The firm continuously monitors federal, state, and local tax law changes to allow its clients to minimize current and future tax liabilities. While taxes can be monitored all during the year, some individuals and businesses obtain a year-end review to find out what their expected tax liability might be. They then have the opportunity to implement strategies before year-end to reduce taxes.

Payroll Services

The firm offers payroll preparation and payroll tax reporting services, including calculation of withholding for bonuses, and tax deposit requirements..

Sales Tax Services

The firm prepares all sales tax filings and offers full sales tax audit representation.

Estate, Gift and Trust Tax Return Preparation and Planning

The firm provides preparation of federal and state estate, gift, and trust tax returns. The firm also provides tax planning in order to minimize the impact of estate, gift, trust and individual taxes.

Accounting Software Selection & Implementation

Need help with accounting software selection and implementation? Our firm will help you select the software that's right for you and will teach you how to use it effectively.
Mr. Rosenberg is a Certified Quickbooks Advisor.

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Buying & Selling a Business

Mr. Rosenberg offers four times a year a class on Buying a Business. These classes are held at County College of Morris and Sussex County Community College. Please check the continuing education catalogues of those colleges for the exact dates and times of the classes. Classes are dependent upon enrollment.

The  firm advises prospective business purchasers about local market conditions, industry trends, and the financial condition of an acquisition candidate. If you are selling a business, the firm can offer advice for obtaining the best possible sales price and contract payout terms..

Consulting Services

Our company offers a wide range of business consulting services to help you improve business operations, boost efficiency, and increase the bottom line.