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About
Our Services
Our
specialized services gained from many years of financial experience
cover the following areas:
Asset
Based Field Examinations & Forensic Litigation Services
Boston & Associates, P.C. brings its expertise and
knowledge of accounting and tax to performing asset based
field examinations and forensic litigation services. This
service enables those in the legal and banking communities
to obtain a great deal of knowledge about their customers
so that a lender can make timely and prudent decisions concerning
the status of a loan. Our firm specializes in asset based
field examinations, which allow a client to obtain knowledge
of their customer concerning: Its History, Its Decision-making
Process, Its Financial & Internal Control, Its Customers and
Its Creditors. Our firm also specializes in examinations which
include: Pre-Loan Examinations and Troubled Loan Examinations.
We have a great deal of experience in providing these types
of examinations and work with major lending institutions and
law firms to provide immediate and responsive service.
Internal Control Review and Internal Audit Services
Boston
& Associates, P.C. has the experienced professionals to lead your
organization through the maze of internal controls. As Certified Public
Accountants, Certified Internal Auditors and Certified Fraud Examiners,
we know the risks, how to identify risks and how to help you implement
the controls needed to mitigate those risks. We can design internal
controls specially tailored for your organization or company. During
the past few years it has become evident that Management and the Board
of Trustees have had to accept a greater responsibility for internal
controls. Boston & Associates can lead your organization through
the complexity of internal controls and help you implement the controls
needed to safeguard your organization. As experienced auditors and
certified fraud examiners, Boston & Associates has the depth to be
responsive to your internal audit needs. If you are looking for
experienced, knowledgeable and vigilant auditors to test your controls,
we are the firm for you. Whether you need to supplement your existing
internal audit resource, have a specific audit to perform, would like
us to assist you in identifying those areas in need of audit attention,
or just need additional help, Boston & Associates has the
professionals to get the job done.
Specializing in Internal
Control Reviews and Internal Audit Services for Institutions of Higher Learning,
these services include examination and assessment of:
- Business risks facing Institutional leadership
- Compliance with policies, procedures, laws and regulations,
including the Code of Conduct
- Safeguarding and assuring the economic and efficient use
of Institutional assets
- Accuracy, reliability, integrity and security of Institutional information
- Development and implementation of methods, systems and procedures
- Suspected fraud, waste, abuse, etc.
- Adequacy of internal controls regardless of location, form or media
- Accomplishment of established goals for operations or programs
Educational
Services to Lenders
Boston & Associates provides training courses for bank's field
examiners in all aspects of the field exam process. Boston
& Associates also provides seminars to Asset Based Lenders,
Workout Lenders and other loan officers. These seminars deal
with the Field Audit and Fraud Investigation (Building Loans
and the Use of Field Exams) and Financial Statement Fraud
and Fraud Investigation. We would be happy to provide our
training courses and seminars to your examiners and lenders
at no cost to the bank.
Auditing
& Accounting Services
Boston & Associates, P.C. provides businesses with
Audits, Reviews, or Compilations of their financial statements.
An Audit is performed to express an opinion of the fairness
of a company's financial position. Procedures are performed
to enable our firm to determine that the company's financial
statements accurately reflect the true financial condition
of the company. A Review, though not as involved as an Audit,
provides the client with a financial report expressing limited
assurance that no material changes are necessary to the financial
statements. A review will provide a client with the satisfaction
of having our firm review financial statements and records
to ensure that all are properly maintained. A Compilation
is performed to help the client arrange financial information
into a financial statement format, without expressing any
assurance on the figures. Boston & Associates, P.C.
will work with each client to determine what level of service
would be best for their needs. The accountants at Boston &
Associates are experienced at each level and will work closely
with the client to make observations and recommendations that
will enable the client to grow and prosper.
Tax
Preparation & Planning
It has been our experience that clients desire not only financial
advice, but more importantly advice on tax planning. Our firm
is dedicated to providing clients with up-to-the-minute tax
planning. We are constantly reviewing the tax law and looking
for ways to help our clients reduce their tax liability. Boston
& Associates, P.C. recognizes the importance of proper
tax planning as well as the importance of timely and accurate
tax preparation whether it be Corporate, Partnership, or Individual
Tax returns. All returns are processed on in-house computers,
which is more efficient and cost-effective. Whether starting
a new business or structuring complicated deals, Boston
& Associates, P.C. can make tax planning simple and profitable. Small
Business Accounting Services
Our small business Accounting Service can offer smaller
clients the ability to use our firm for basic accounting and
bookkeeping needs. In our experience, many small clients need
help in growing their business. Therefore, we have established
a Small Business Accounting Service that includes the following:
Start-Up Services, Maintaining Journals/Receipts and Disbursements,
Posting Journals to the General Ledger, Reconciling Bank Statements,
Preparing Payroll Reports and Tax Returns, Adjusting and Closing
the General Ledger, Teaching and Assisting Personnel. Through
this service, clients can obtain affordable accounting services
while their business is in the initial growth stages from
experienced Certified Public Accountants and Financial Advisors.
Boston & Associates, P.C. wants to become involved
in helping clients not only start a business, but in helping
it to grow. We believe in the team approach. Financial
Planning
Financial Planning has become a necessity for many of
our clients. Boston & Associates, P.C. recognizes
that as our clients prosper, it is important to ensure that
they can adequately arrange their finances to attain their
goals. We strive to take a personal interest in a client's
personal finances and offer objective and independent advice
on such areas as: Retirement Planning, Education Savings,
Investment Strategies, Insurance Needs, Estate Tax Planning
and Real Estate Investment. We do not accept any commissions
and we do not sell any financial products. By conducting an
in-depth interview and becoming involved in all aspects of
a client's financial affairs, we can help make goals attainable
and financial planning simple. Our fees are based on hourly
rates. Since we do not accept commissions or broker fees,
the client can be sure that all advice is completely without
bias. One of our Partners, Edward Cooke, is a Certified Financial
Planner and works with each client requiring financial planning.
As a CFP, he has met the rigorous experience and ethical requirements
of the CFP Board, has successfully completed financial planning
course work and has passed the certification examinations
in: the financial planning process, risk management, investments,
tax planning and management, retirement and employee benefits,
and estate planning.
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