Outsourced Accounting and Tax Services
“The team at FSM have always treated me as though I’m their only client.”
FSM utilizes a senior level and highly customized approach to providing accounting and tax services for privately owned companies. We are focused on building trusted relationships with business owners and key operating officers by acting as a seamless extension of management with the owners’ best interest in mind. Our team of experienced accounting and tax professionals and our depth of resources eliminate the risk of turnover in your accounting department. We are your reliable financial resource you can trust.
Overview of Services
- Maintain detailed accounting records and general ledger on our secured network
- Generate invoices and manage accounts receivable
- Enter accounts payable and provide bill pay services. Purchase orders and all other vendor expenses can be sent directly to FSM to be processed and paid
- Timely cash reconciliations and cash management
- Maintain fixed assets and depreciation schedules
- Facilitate payroll with third party payroll administrator
- Monthly financial reporting to facilitate financial decisions
- Financial projections and pro forma financial statements
- Act as liaison during financial statement audit process
- Assistance with securing financing and preparation of loan covenant analysis
- Tax planning and return preparation for business and owners
- Comprehensive family wealth services – ownership succession and estate planning
We are highly adaptable to service your needs in order to help your business prosper. Our collective experience and our audit and tax expertise across the principal group spans 70 years and presents a unique service offering for family owned businesses.
Driving value for our clients is at the core of what we do. We aim to eliminate the uncertainty from your financial world by streamlining the accounting functions of your business. Our tax tax team will ensure your business is structured tax efficiently to maximize your return.
We are structured to provide a cost effective solution for business owners, without sacrificing the high level touch of experienced advisors.