The Joachim Group

Accounting & CPA Services

Accounting

We provide professional compilation and Review services to businesses of all sizes. We can quickly compile your financial records into statements in accordance with Generally Accepted Accounting Principles (GAAP) for third party use. We create a customized financial management plan tailored to each client that includes:

Posting transactions to or cleaning up the general ledger
Generating an income statement
Generating a balance sheet
Generating a statement of cash flows

Auditing

Our firm provides audit and assurance services to a variety of for profit as well as non-profit organizations. Services include audits, reviews and other accounting and compliance services.

We also perform financial, compliance and performance audits for government organizations in accordance with AICPA and Yellow book standards.

Tax Preparation

We prepare federal, state, and local income tax returns for individuals, partnerships, corporations and Trusts. We can also help with tax planning services throughout the year.

Business Start-up

For the aspiring business owner, we will help you to select the right type of business entity. We will help you file the appropriate forms with federal and state agencies to get your business up and running.