Client Services

Gruber Palumberi Raffaele's Accounting and Business Consulting Services

Accounting Services

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Accounting Services

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

Audit Services

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. Audits differ from reviews and compilations, as they are an intensive examination of your company's systems and records providing the highest level of assurance.

Audits, Reviews and Compilations

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.

Financial Statements

We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions.

Forensic Accounting

We use accounting and auditing skills to provide an analysis of financial records in conjunction with dispute resolutions, as well as fraud and theft investigation. Our damage measurement methods can determine the extent of financial loss and illegal accounting practices.

Tax Services

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Tax Services

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

*Tax planning & return preparation

- Individuals

- Corporations

- Partnerships

- LLCs/LLPs

- Estates, trusts & gift

- Not-for-profit organizations

*Taxing authority representation

*Divorce and support issues

*Tax effects of buying/selling a business

Tax Planning & Preparation

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.

Tax Planning

Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.

Consulting Services

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Estate Planning

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.

Miscellaneous

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Quickbooks

If you don't know everything there is to know about your business finances, you're not really running your business. Your business is running you. An off-the-shelf program like QuickBooks can help you take control, but you need more than off-the-shelf service to control the program. As Authorized QuickBooks Professional Advisors, Gruber Palumberi Raffaele can help you set QuickBooks up right from the start. First, we do a thorough needs assessment, matching the software features you require to the way you do business. Then, we install the customized software, training you at your own pace to use QuickBooks as the powerful business-management tool that it is. Finally, we stay with you for as long as you use the program, keeping you up-to-date with the latest features, troubleshooting when you need it, and—as your needs change—making sure that the QuickBooks customization we've created changes to meet those needs.

The QuickBooks features we can help you with include:

o Setting up your company, single user or network
o Invoicing and maintaining accounts receivable
o Entering and paying bills and maintaining accounts payables
o Bank Reconciliation
o Financial statement design, including divisional profit and loss
o Job costing
o Inventory control
o Payroll
o Budgeting
o Customizing QuickBooks for your needs
o Staff training

Start managing the growth of your business today! Call (212) 532-8261 today to speak with one of our QuickBooks consultants.

Non-Profit

Sound financial management is one of the ways a non-profit organization earns the trust of the community it serves. At Gruber Palumberi Raffaele, we've been helping non-profits earn and keep that trust for more than 50 years. We understand the complex world in which non-profits operate, answering both to government regulators and donors, and we understand as well the different sets of expectations each has for how a non-profit should manage its finances. Most importantly, we value the work non-profits do, which is why we've made helping them achieve their objectives an important part of our practice. The services we offer non-profit organizations include: o Establishing Tax-Exempt/Non-Profit Status
o Financial Reporting
o Internal Control Design
o Governmental and Donor Compliance
o Fund Accounting Design
o Assistance in Establishing Planned Giving Programs
o Strategic Planning and Consulting Services

(If you don't see the specific service you need, call us. Chances are we provide it.)

Put our expertise and our commitment to work for you! Call (212) 532-8261 now.

Personal Services

o Individual Tax Planning & Preparation
o Personal Financial Planning
o Estate Planning

Business Services

o Domestic and International Tax Matters
o QuickBooks and other computer consulting
o Financial Reporting
o Management Advisory Services o Business Bankruptcy Accounting & Reporting

New Business Set-Ups

Including consulting on the type of organization to choose and filing with governmental agencies.

Closely Held and Family Businesses

Including service businesses, real estate, manufacturing, distributors, freelancers and various other kinds of businesses.

Non-Profit Organizations

Including charitable organizations, membership organizations/clubs, housing companies and all other types of non-profits.

Individuals, Estates and Trusts

Including tax and financial planning, accounting services and tax preparation.