Carney, Roy and Gerrol, P.C.
 
Our goal is to improve your life.

Accurate and timely accounting information is a necessity for any successful business. Carney, Roy and Gerrol, P.C. can assist you on either a temporary or on-going basis. Due to the size of our firm, our clients receive incomparable, personalized, quality service. We offer the following:

- Not-for-Profit Organization Services
- Business Planning and Management Services
- Tax Planning and Return Preparation Services
- Auditing and Accounting Services
- Personal Planning Services
- Business Valuation Services

 

Not-for-Profit Organization Services

We offer the following Not-for-Profit services:

- Financial Statement Audits
- Federal (A-133) and State Single Audits
- Federal Income Tax Preprepation (Form 990)
- State Charitable Registration
- Guidance on Unrelated Business Income and Lobbying Expenditures
- Assistance with Budgeting, Cash Management and Investment Policies
- Comprehensive Organizational Reports   
To View a Sample Click Here

Business Planning and Management Services

Effective management, of a closely held business, requires extensive knowledge, organization, and constant vigilance. Our firm provides a complete range of consulting and advisory services to help with the complexities of business planning. We truly care about our clients and strive to form lasting relationships with each of them - providing beneficial information, access to a wealth of resources, and a proactive stance in serving each client's needs.

Our business planning services include:
- Budgeting
- Business Analysis
- Cash Flow Analysis
- Compensation/Benefits Planning
- Facilities/Equipment Expansion
- Strategic Planning
- Sucession Planning
- Business Formation
- Cash Flow Management
- Cost Reduction and Monitoring
- Internal Control Design
- Loan Application Services
- Mediation
- Mergers and Acquisitions
- Purchase Evaluations
- Regulatory Compliance
- Revenue Enhancement
- Systems Implementation

Tax Planning and Return Preparation Services

Expertise. Peace of mind. These are the things that you can expect your tax advisor to provide. We view our relationship with each of our clients as an ongoing partnership and strive to provide you with quality, up-to-date tax return preparation and advice. We keep abreast of current tax laws throughout the year to minimize your tax liabilities and to maximize your future opportunities.
Whether you are an individual or operate a multi-tiered corporation or partnership, our partners and staff can accommodate your needs for tax planning and preparation.

Auditing and Accounting Services

Third parties relying on your financial statements often require an audit for assurance. In order to conduct an audit, we examine your company's financial statements in accordance with generally accepted auditing standards. An audit requires us to examine internal controls and to complete substantial testing of the information underlying the financial statements. We then document our opinion as to whether the statements are fairly presented in conformity with generally accepted accounting principles.

Personal Planning Services

We offer the following personal planning services:
- Charitable Giving
- Education Planning
- Estate Planning
- Investment Oversight
- Insurance Planning
- Retirement Planning
- Tax Planning

Business Valuation Services

ESOPs, litigation support, mergers and acquisitions, divorce settlements, buy - sell agreements... In these cases, you need to know what your business is worth. Rely on our firm to assist you through these difficult processes. We will do a comprehensive analysis that can help you make informed decisions.