As a privately owned accounting firm with over 30 years’ experience, our professional services are carefully structured and tailored to each client’s individual needs.
Many clients see their CPAs at tax time, when the main focus is on completing and filing their tax return. As a result, they may not take the opportunity to ask questions about long-term tax planning or other important financial concerns. The good news is that we are available to you all year. We have a full-time, year-round staff of professionals with extensive expertise in a broad range of financial areas. We’re ready when you are to take some time reviewing your financial situation, helping you understand your options and make the best decisions. We’re also here in an emergency to help address unexpected financial concerns. Call us to discuss your important financial issues whenever they arise.
Our team of professionals offers a full complement of accounting, tax and advisory services for businesses and individuals.
Financial reporting is crucial for any enterprise. The financial statements provide a window into the past and the basis for going forward. From write-up services to financial statements, we work with our clients to go beyond the numbers and provide the tools to maximize an enterprise’s working capital and value.
The Henry Group understands the specialized reporting requirements of different industries and is experienced in preparation of Compiled, Reviewed and Audited Financial Statements.
The Henry Group is dedicated to financial reporting quality and adhering to current professional standards when it comes to preparing financial statements for our clients. We have been part of the AICPA peer review program from inception, and our quality control systems and processes have always received a pass rating for our conformity with applicable professional standards. As a member of the Private Company Practice Section (PCPS) of the AICPA, our latest peer review report can be found here.
Contact our office to learn how our accounting and financial reporting services can help your organization.
In this age of constant tax reform and increasing complex regulations, having a good, comprehensive tax strategy is more important than ever. The Henry Group works with individuals and organizations to meet their tax compliance requirements and seek creative solutions for their specific tax situation. Some of our services include:
Are you launching a business or product line? We help business owners start and expand their companies every day with several types of services. In fact, we frequently serve as a business coach or mentor for owners seeking help in their strategic planning, setting up payroll or other systems or selecting the best accounting software, among other projects. Due to our extensive contacts in the community, we can also recommend attorneys, bankers and other advisors to work with your business.
We’ve seen the many kinds of challenges these circumstances bring and we know how to implement the right solutions. And we’re business owners ourselves! Be sure to contact us to learn more about how we can help you achieve your business goals.
You spend years building a family business, but when it’s time to turn it over to the next generation there can be squabbles over company value and succession that cause turmoil, while gift and estate taxes eat away at company coffers. As the baby boomers head into retirement, they are expected to hand over control of companies worth trillions of dollars in the aggregate. A significant number of those businesses may not be prepared for a smooth transition into new ownership or a second generation of leadership. Are you? We can help ensure that the transfer goes smoothly and create a plan that helps minimize related taxes and enhance your retirement nest egg. Every day, our experts offer customized advice to companies like yours. Contact our office today for more information and insights on all your family business concerns.
Where will your business be in five years? Would strategic budget cuts in some areas improve your company’s health? Are there ways you can boost revenue? If you’re nearing retirement, is there a buyer or successor in the wings? These are the kinds of questions that keep many business owners up at night. Fortunately, as your CPA, we can probably help you sleep a little easier. Our firm is made up of highly qualified and educated professionals who work with clients like you all year long, serving as trusted business advisers. We act as coaches, guides and trainers for our business clients, helping them chart the best route to success. So be sure to turn to us with all your business questions or concerns.
More and more organizations are turning to the cloud to transform their business. By offering a collaborative environment with access to real-time data, cloud computing allows us to take a more proactive approach as your trusted business advisor. Moving from simple transactional bookkeeping services, we can identify opportunities to provide more value-added CFO and planning services and become an integral part of running your business.
In a collaborative, real-time environment we can ensure that your data is clean on a real-time basis, thus streamlining the work required for the financial or tax reporting requirements. Contact our office for more information on how we can help bring your accounting to the cloud.
What does your tax return say about your financial situation? The fact is, the paperwork you file each year offers excellent information about how you are managing your money—and about areas where it might be wise to make changes in your financial habits. If you have questions about your financial situation, remember that we can help. The Henry Group is made up of highly qualified and educated professionals who work with clients like you all year long, serving as trusted business advisors.
So whether you are concerned about budgeting; saving for college, retirement or another goal; understanding your investments; cutting your tax bite; starting a business; or managing your debt, you can turn to us for objective answers to all your tax and financial questions.