BUSINESS ADVISORY & OTHER SERVICES: ADDING VALUE BEYOND COMPLIANCE

At LvHJ, we are always looking for ways to provide the highest quality service. As our client, you would have access to LvHJ’s business advisory and other services. Our goal is to help you sustain your mission, focus on your core business and plan well for the future by offering a wide variety of additional value-added services throughout the year. 

Additional services offered upon request include:

• Complementary training and meeting facilitation 
  • Training for the Board and staff on accounting and tax issues
  • Tailored firm-sponsored workshops (e.g., Lunch-n-Learns)
• Internal assessment
  • Board governance consulting
  • Internal control analysis and recommendations
  • Accounting systems review and recommendations
• Employee benefit plans consultation (e.g., review, set-up, compliance testing)
  • 401(k) and 403(b) audits
  • Preparation and filing of Form 5500
  • Consultation for Cafeteria, pension, profit-sharing and other plans
• Strategic business planning
  • Entity selection consulting
  • Consultation on tax impact of buying or selling a business or real estate
  • IRS or other taxing authority representation
  • Tax research
  • Tax projection, forecasting and planning
  • Operational reviews
  • Cash flow and budgeting analysis
  • Agreed-upon procedure engagements
• Small business services
  • Bookkeeping (Non-attest clients)
  • Payroll services
  • Compiled financial statements