Our Service to You

Regardless of how your business is structured, you have a host of management concerns. Because of our experience with privately-owned businesses, we are in a unique position to advise you in a number of activities, including:

    Personnel Hiring and/or Training
    Cash Flow and Financing Projections
    Mergers and Acquisitions
    Loan Packaging and Debt Structuring
        Capital formation
        Buy our programs
    Reconciling Work
        Training/assisting officer manager    
    Due Diligence Services
    Insurance Coverage Reviews
        Fidelity bonds
        General liability
    Compensation and Benefit Plans
        Profit sharing and 401(k) plans
        Pension
        Section 125
        Deferred compensation arrangements
    Buy/Sell Agreements
        Succession planning
        Estate planning
    Internal Control Procedures
        Set up procedures
        Monitor that procedures are followed
    Business Valuations

Maximizing your after-tax earnings is your major objective, and you get year-round planning assistance from our tax services — not just a few meetings when it comes time to file your returns. This means that you can address potential tax concerns as they develop, and then get the most favorable results for your business. You will receive forecasts of year-end tax liabilities so that you will have adequate time to minimize their impact through reductions and/or deferments.

While most audited financial statements look pretty much the same on the surface, it's the approach and process of the audit that determines its value. Depending upon the extent of your needs, Kolnicki, Peterson, Wirth LLC provide three levels of financial statement services — audit, review, and compilation. Regardless of which level of service your business needs, professionals provide you with insight and information that you need to develop and strengthen policies that contribute to your company's strength, earnings, and future growth.

You receive the benefit of a comprehensive approach in an audit that includes such activities as:

    Reviewing and evaluating your accounting system
    Reviewing and evaluating your current procedures and controls
    Help with controlling inventory
    Testing compliance with manufacturers' selling agreements and management contracts
    Confirmation with outside parties
    Physical inspection and observation
    Tracing transactions to supporting documents
    Reviewing and evaluating cash management procedures

Reviewing and evaluating compensation policies
Our auditing team also searches for potential problems, such as waste and nonproductive assets, that affect profitability. We meet with you personally to discuss our findings, and then provide you with a written report in the form of a management letter.