Accurate and timely financial accounting information is a necessity for any successful business. Dunbar, Breitweiser & Company, LLP can assist you on either a temporary or ongoing basis. Due to the size of our firm, our clients receive incomparable, personalized, quality service. Our entrepreneurial focus is most evident in how we bring benefit to the table for our clients.  We offer the following:

 

  • Financial Strategies
  • Tax Management
  • Auditing Complex Financial Statements
  • Payroll Compliance
  • Business Valuation Services
  • Municipal and Public Finance Consulting

 

 


Financial Strategies

Effective management of financial affairs requires extensive knowledge, clear organization, quick response, and constant vigilance. Our firm provides a complete range of consulting and advisory services to help with the complexities of financial goals and actions. The beginning point is often your financial problem; which we will simplify, clarify, and develop into an opportunity.  We truly care about our clients and strive to form lasting relationships with each of them - providing beneficial customized information, access to a wealth of resources, and a proactive stance in serving each client's needs.

 

Our financial strategies include:  

  • Investment Consulting
  • Financial Plans to Achieve Specific Goals  
  • Retirement Plans
  • Compilation, Review, and Forecast Financial Statements
  • Estate and Business Succession Plans
  • Insurance Consulting
  • Profitability Enhancement
  • mybackoffice TM 


Tax Management

Income taxes may be your single largest annual expenditure.  It is a complex problem with many opportunities for savings.

Expertise.  Accuracy.  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 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 Complex Financial Statements

Third parties relying on your financial statements often require an audit for assurance. We have used our experience to develop a reputation for auditing complex businesses and entities.  We are able to simplify and clarify the complex situation to a meaningful report for your third party.

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 substantive 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.

Because we audit complicated and "messy" financial statements, our approach, plan and performance must be tailored to the specific complexities of your financial statements.  Our fee will reflect this customizing, and our approach will provide us opportunities to add value as we develop knowledge of your business.


Payroll Compliance

In the diverse world of business, companies find it increasingly difficult to manage all of the many functions required to run their businesses. Wouldn't it help you to rely on a trusted and accessible business partner to handle your payroll? Allow us to take care of your payroll needs - from issuing the payroll checks and managing the tax deposit compliance, to filing the necessary tax returns.

Our clients often find the knowledge and attention to detail we provide can save IRS penalties that are greater than the fee we charge for the services.  


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.


Municipal and Public Finance Consulting

 

Call us toll free (888) 272-9876