| Investment Services |
| As our clients' needs broaden, so must the array of services we can offer them. In order to continue to offer our clients the convenience and service we strive to deliver, our firm has formed strategic alliances with regional investment firms. Through these alliances, selected professionals within our firm work in concert with financial advisors to implement investment strategies to meet our clients' needs. Together, we assist our clients in identifying their financial needs, objectives, and goals, and are able to provide a broad array of financial services.
Investment Opportunities and Financial Services
Comprehensive financial planning Retirement planning College education planning Asset allocation modeling Trust services Mortgage services and debt consolidation Equity portfolio reviews Life insurance Stocks Fixed income securities - U.S.Government bonds, Municipal bonds, and Corporate bonds Mutual funds Annuities Fee-based portfolio management programs and professionally-managed accounts Unit investment trusts and real estate investment trusts Qualified retirement plans Exchange funds
|
 |
| Turnaround Management Services |
| ACM&I is able to work with troubled companies and provide guidance and services to assist management teams in getting a business back on track. |
|
| Strategic Planning |
| We provide services to analyze and evaluate your company in relation to its industry and business environment, and assist you in developing long-term strategies and systems to achieve growth and enhance profitability. |
|
| Lease Consulting |
| We are experienced in objectively evaluating, negotiating, and analyzing, lease proposals. |
|
| Human Resource and Management Training |
| We are experienced in advising you regarding compensation and benefits, hiring quality personnel, organizational management, training, and human resource planning. We also present a variety of relevant business seminars headed by experts in their respective fields. |
|
| ©Peachtree and ©QuickBooks Support |
| ACM&I is dedicated to providing you with the information needed to operate in today's complex business world. Our Computer Support Service provides clients with continuing support and assistance in the implementation of computer accounting software and applications, including but not limited to ©Peachtree, ©QuickBooks, and ©Timeslips. Our knowledgeable staff can assist you with any problem you have, whether it is an accounting question or a software problem. |
|
| Litigation Support |
| We can provide the expertise to assist attorneys in a broad range of litigation support services. Our combined business, technical, and computer skills enable us to organize and analyze significant amounts of data in preparation for expert testimony. |
|
| Mergers & Acquisitions |
| We are experienced in performing due diligence reviews for both buyers and sellers, acting as intermediaries in closing transactions, assisting you in locating a prospective buyer or seller, and identifying financial services. |
|
| Accounting Services |
| We assist start-up and privately owned businesses by providing monthly, quarterly, and annual accounting services. These services include maintenance of books and records, data entry and processing, reconciling bank accounts, and preparation of payroll and sales tax returns. Our regular visits to our clients' businesses include on-going management consulting services such as cash flow planning, budget preparation, and profitability analysis. We develop and design accounting systems to enable clients to make financial decisions based on meaningful information. |
|
| Audits, Reviews and Compilations |
| Our team of experts can assist you in meeting your financial reporting needs by offering multiple levels of financial reporting services. These services are performed in a professional, competent, and timely manner and are backed by the highest quality standards in the industry, including the Peer Review process.
Audits: The audit provides a professional opinion upon completion of the engagement. Our focus is to deliver relevant, timely, and cost-effective assurance services. We also provide meaningful recommendations for improvement of operations and strengthening of internal controls. These recommendations are made with the goal of generating savings and enhancing profitability.
Reviews: Although a review applies less extensive procedures than an audit and results in only limited assurance, it helps management make informed decisions.
Compilations: The compilation presents the client's financial information in the form of financial statements. It can be useful when neither an audit or review is required. |
|
| Financial Forecasts & Projections |
| We can help you improve the efficiency and profitability of your business by providing the accurate analysis and objective guidance needed to make critical business decisions.
Our experience and credibility with lenders and investors enables us to assist you in assembling meaningful information. We help our clients prepare business plans, forecasts, and projections, as well as assist in giving successful presentations for securing capital or debt financing. |
|
| Cash Flow & Budgeting Analysis |
| Our services include capital expenditure planning, cost accounting and profitability analysis, budgeting, and internal control design and review. |
|
| Tax Services |
| ACM&I is highly experienced in the preparation of Federal, State, and local tax returns and can provide complete and diversified tax services. Our high degree of care and the use of tax planning tools ensure our clients will have no surprises.
Corporate Returns, including multi-state Good tax planning can be the major factor in determining the success of a company. We employ the most up-to-date technological equipment and informational resources available. This assures efficient and accurate processing of your returns and reduces the time and cost of tax compliance.
Individual Income Tax Planning and Compliance ACM&I understands the priority of reducing your tax burden. Our technical expertise and innovative thinking enables us to pinpoint the tax issues unique to each client and to minimize their tax obligation. We also provide efficient and accurate preparation of tax returns. |
|
| Estate & Trust Tax Preparation |
| A careful and well-reasoned estate plan is important to minimize and defer taxes whenever possible. ACM&I provides expert preparation of estate, trust, and beneficiaries' tax returns. |
|
| Business Valuations |
| Lenders, estate planners, courts, the Internal Revenue Service, and buyers and sellers of businesses utilize our valuations of businesses. |
|
| Computer Consulting |
| ACM&I recognizes the important role of today's computers and software in affording businesses with enhanced levels of management information needed to remain competitive. We specialize in the use of computers to perform accounting tasks and record day-to-day transactions of a business.
We can help you develop a computer system that meets your business needs. Our expertise is in effectively selecting and integrating accounting and specialized application software and hardware and in implementing local area networks. We can also provide a systems integration team comprised of experts who not only know computers, but are also degreed accountants. This team can create an informational system that is easy to use, sophisticated enough to handle a diverse business environment, and is designed specifically for your needs.
We remain actively involved during the conversion process, whether it's from one automated system to another or from a manual to a computerized system. We evaluate the system from a financial accounting and productivity perspective, as well as support its implementation. |
|
| Financial Planning |
| Individual financial planning is essential in identifying and meeting your financial goals. We analyze your current position and suggest ideas to help make your assets grow so that you may achieve your goals. This financial analysis might result in suggestions regarding protecting your assets from creditors and planning for your children's education or your retirement. |
|
| Management Advisory Services |
| As objective, outside consultants, ACM&I can evaluate your business' systems and procedures and advise you of ways to more effectively plan and manage your business. Our Management Advisory Service (MAS) offers objective skillful evaluations in the following areas:
- Assistance in the Creation of Effective Operations Controls
- Preparation of Forecasts, Budgets, and Working Capital Requirements
- Recommendation of Sources for Financing for Operations and Capital Additions
- Business Valuations and Business Purchase Recommendations
- Performance of Internal Control Evaluations and Fraud Detection
- Succession and Retirement Planning
- Long-Range and Operational Business Planning
- Strategic Management Consulting
- Inventory Management and Pricing for Manufactured Products
- Management Training and Seminars
|
|
