Managing Member, FFS Holdings, LLC
CPA firms issuing audited, reviewed or compiled financial statements or completing attestation engagements are required to participate in a practice-monitoring program which includes a Peer Review to confirm that our organizational structure, policies, and procedures meet the professional standards established by the American Institute of Certified Public Accountants (AICPA). Our most recent Peer Review is available to download.
- Income Tax Planning and Compliance
For our clients, the value is in the planning so that we've maximized your income tax savings while meeting your goals and objectives for your business.
- Income, gift, estate, payroll, sales and franchise tax return preparation
- Multistate tax planning and compliance
- Analyze alternative business decisions
- Cost Segregation Studies on real property
- Incentive stock option planning
- IRS examinations and protests
- Audits / Reviews / Compilations
We maximize our efficiency and minimize your time commitment, delivering excellence while meeting the required third-party objectives.
- Audit, review and compile financial statements
- Special reports on contract compliance, jobs in progress and completion schedules
- Management and Advisory Services
There's more to our relationship than having all of your questions answered or issues addressed. We need to make sure the right questions are being asked and issues are being considered before they become serious problems. This is our partnership is at its best!
- Structuring for corporations, partnerships and LLCs
- Cash flow projections and budgeting
- Implementation of employee compensation and benefit plans
- Business and management succession planning
- Accounting and operational software review and implementation
- On-call CFO services
- Family Office Services
We serve as advocates for the family members involved while complying with document provisions and continuing the spirit of the family legacy. Strict confidentiality is paramount.
- Trust and estate planning and administration
- Family CFO services
- Ownership and succession management planning for family businesses
Our clients represent an array of diverse industries—and we continue to venture into new territory with each new client. Here are some of the industries we currently serve:
- Construction
- Medical/Dental/Orthodontic
- Engineering
- Professional and Creative Services
- Franchisors/Franchises
- Restaurants
- Information Technology
- Trusts, Estates, and Family Offices
- Manufacturing
We constantly evaluate new technologies and operational efficiencies to keep your business running smoothly with the most effective tools and resources.