Business Services

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Accounting & Financial Reporting Services

All users of financial statements do not require the same degree of assurance. Therefore, we offer three distinct levels of service involving financial statements: audit, review and compilation. We are problem solvers who help our clients succeed. To accomplish this, we offer advisory services that provide professional help in business activities such as debt and equity financing, investments, mergers and liquidations, litigation support, fraud investigation and other business advisory services.

AUDIT

During an audit, we examine a company's financial statements in accordance with generally accepted auditing standards. We then express our opinion as to whether the financial statements are presented fairly in conformity with generally accepted accounting principles. Whether your needs are for bonding, banking, prequalification for bid purposes, Employee Benefit Plan requirements or governmental compliance, please call us. We are qualified to help you.

REVIEW

In many instances, a review is sufficient for a client's management and its creditors. In this type of engagement, we review a company's financial statements and issue a report giving a limited degree of assurance. A review is designed to determine whether the financial statements and footnote disclosures are reasonable without applying audit-type procedures.

COMPILATION

A compilation involves taking financial information provided by a company and compiling it into financial statement format. A compilation carries no degree of assurance, yet may be adequate for certain purposes. 

 

Tax Planning & Preparation

Soderberg & Brenner provides broad expertise in federal, state and local tax matters, specializing in complex business and individual situations. Through thoughtful tax planning, we aim to minimize taxes for all of our clients.  For our business clients, maintain the objective of encouraging business development.

Tax Planning Services for:

  • Small Business

  • Corporate

  • Partnership

  • Individual

  • Fiduciary

  • Estate & Retirement Plans

  • Non-Profit Entities

 
 
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QuickBooks Consulting

Soderber & Brenner has a Certified QuickBooks ProAdvisor® on staff...a great resource if you run into trouble or just need general help.

 
Our QuickBooks® ProAdvisors can:

  • Assist with the initial setup from start to finish.

  • Help bookkeepers and small business owners troubleshoot and reconcile problems.

  • Assist bookkeepers to develop procedures that improve office efficiency and work flow.

  • Provide answers to payroll questions and setup issues.

  • Train staff at your site or ours.

 
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Independent Business Valuation Services

We recognize the unique needs of the business owner. If you are considering buying or selling a business, then you may be looking for help placing a value on that business. Soderberg & Brenner has worked with hundreds of local business owners and can offer the expert advice you need, including:
 

  1. Business Valuation

  2. Estate & Gift Tax

  3. Shareholder Agreements

  4. Charitable Contributions

  5. Litigation Assistance

  6. And more!

 
 
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Succession Planning

Did you know that preparation and planning for the transfer of your business can easily take 5 or more years to execute well? Your business includes your operations, marketing systems, financial systems and effective management. Are all of these in order or do you need to spruce things up a bit?
 
The benefits of a well executed plan include a higher sales price and a smooth transition of operations that will benefit both your customer base and your employees. Our professionals have experience in transitioning your business interest to a new owner, whether the buyer is from within your company or to someone outside your company. 
  
We also have experience in the negotiation process and can help you understand what to expect. Don’t sell yourself or your business interest short. Let us help you identify the objectives and the best way to achieve those objectives. The success of your business exit is too important to leave to chance.

 
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Forensic Accounting & Litigation Support

Sometimes life throws you a curveball, and that’s when you need a team of experts on your side. Whether your business is large or small, an accurate understanding of your financial situation allows you to make solid business decisions while optimizing your resources. We can assist with evaluating or strengthening internal controls, determining exposure to fraud risk or assistance interpreting data related to suspected fraud. 
  
For Attorneys: We provide litigation support through expert testimony, and forensic accounting services. 
 
For Litigators: We offer support by providing specialized analytical and communication skills necessary to support the merits of your client’s legal position. 
  
For Law Firms: We can offer our experience in a variety of legal matters including divorce actions, insurance claims, damage quantification, and expert witness testimony. 
  
For Corporations: We can offer our firm’s fraud-related experience including loss prevention assistance or detection and deterrence of fraud.