Team Approach
We listen to our clients to gain an in-depth understanding of their business and specific needs. Coordinating our work closely with client staff promotes efficient use of our time with minimum disruption of client activities. Based on our work, procedural and policy changes are suggested to better safeguard client assets and to improve control systems.




5801 West 11th Street
Suite 300
Greeley, Colorado
80634-4813
(970) 352-7990

Services

An independent firm of certified public accountants is often needed to audit, review, or compile financial statements. The need for such services may be imposed by law, governmental agencies, lenders, or investors. Other times the need is for consultation on the recording of acquisitions, mergers, reorganizations, liquidations, capital leases, and other complex transactions.  Accounting rules and disclosure requirements are extensive with continuous changes and additions. Our auditors' primary aim is to remain independent and objective while performing quality, timely, and cost-effective services.


Tax Services

  • Business and individual tax planning
  • Federal and state return preparation for business entities and individuals
  • IRS audits and negotiations
  • Estate planning

Auditing & Assurance

  • The A&A team consists of shareholders, managers, seniors, and staff accountants with varied experience. All regularly attend continuing education courses to update and expand their knowledge of accounting and auditing topics. Our professionals serve on committees and boards of the American Institute of Certified Public Accountants, the Colorado Society of Certified Public Accountants, and CPAmerica International, Inc. Every three years, experienced auditors from other CPA firms conduct a peer review to assess the quality of our financial reports, supporting workpapers, and internal policies. In short, the auditors are audited. We believe our commitment to continuing education, professional involvement, and peer review is a prerequisite for providing high quality auditing and accounting services.

Accounting

  • General Ledger Processing
  • Payroll Processing and Reporting
  • Sales and Use Tax Reporting
  • Fixed Assets and Depreciation Reporting
  • Bank Reconciliations
  • Business Startup Kits

Financial Planning

Litigation Support Services

  • Expert testimony on valuation, tax, and accounting matters
  • Fraud investigation
  • Assessment of claims and damages
  • Assistance with discovery and cross-examination

Management Consulting Services

  • Financial projections and business plans
  • Debt and equity financing
  • Business sales, acquisitions, mergers
  • Organization studies

Business Valuation Services

  • Calculation of business value
  • Expert testimony on valuation, tax, and accounting matters

Computer Services

  • Assessment of system requirements
  • Software and hardware assessment
  • Installation and training
  • Continuing software support

 

*Securities offered through 1st Global Capital Corp. (1st Global Privacy Policy), Member FINRA/SIPC. Investment Advisory Services offered through Wealth Advisors Network, Inc. Insurance services offered through 1st Global Insurance Services, Inc. and/or Wealth Advisors Network, Inc. Wealth Advisors Network, Inc. and 1st Global Capital Corp. are unaffiliated entities.

Currently, we have representatives licensed to offer securities and investment advisory services in Alaska, Arizona, Arkansas, California, Colorado, Florida, Illinois, Iowa, Wisconsin and Wyoming.This is not a solicitation or offer to sell securities or to provide investment advice to residents of any other state.CPA services provided only through licensed CPA firms.

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