Our Services

We’ll help you get there.

Our services are designed to meet current financial needs while optimizing your operating efficiency and long-range objectives. We offer four categories of service:

Audit Services

An independent, certified public accountant is often required to audit financial statements and render an opinion. We keep abreast of professional pronouncements, trends and techniques to comply with current auditing standards.

Accounting and Reporting

Complete and accurate financial data is important to businesses of all sizes. Today’s sophisticated financial formulas and solutions demand proven accounting methods that bring the right information to the right people at the right time.

Ratzlaff Tamberi & Wong will assess your present situation and help you to develop your business through our continued analysis and reporting. We adapt our services to your growth. We provide unaudited financial reports in two basic forms—compilation and review.

Compilation services gather data from various accounting records and organize it into conventional form.

Review services provide inquiry, analytical procedures and financial statements accompanied by an accountant’s report with limited assurance.

Tax Planning and Compliance

Because changing tax legislation can either benefit or cost taxpayers, it is increasingly important to understand and comply with the law. We assist in federal and state law compliance, registration and preparation of returns and reports.

Proper planning ensures a business or individual taxpayer will limit their tax liability and maintain compliance with changing laws.

Management Advisory Consulting Services

Every organizational level has unique opportunities and challenges. Whatever your present level, we can assist you in reaching your business goals. We offer confidential, professional guidance through our trusted network of consultants. Service areas include:

Organizational and general management, including business planning and evaluation, capital funding programs, cash management and budgeting systems, personnel evaluations and policies, management controls and problem-solving.

Accounting and reporting systems, including effectiveness of information flow, procedural analysis, management information and reporting.

Electronic data processing, including evaluation of your present system along with future system selection and implementation.

Bookkeeping, payroll and accounting services, including consulting services and working with QuickBooks accounting software.

Before any undertaking, our consultants meet with your management team to develop a plan, agree on objectives, schedule and assign work, and evaluate the costs involved.

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