- Services

Our firm offers a wide range of services to our individual and business clients. Being a relatively small firm, we are able to offer our clients personalized quality service. Below, we have listed the services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.

(Click service title for details.)

Accounting Services

Accounting and Bookkeeping

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be comprised.  Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis.  Our firm provides a full range of cost effective acounting services including the following: 

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Audits, Reviews and Compilations

SmithPearlman & Co. provides accounting, compilation, review, and auditing services for many types of industries.  In performing these services, we recognize that your business has its own unique set of opportunities and challenges, and to be of significant value to you we must be knowledgeable about your specific set of industry circumstances.

We look for ways to improve your internal controls and help safeguard your organization's assets.  And we always seek to be a trusted business advisor who can suggest ways in which your business can achieve its financial goals.

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency.  We provide financial reporting on all three levels of assurance with regards to generally accepted accounting principles (GAAP): 


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Outsourced CFO

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business.

Services we oversee and provide:

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Business Consulting & Advisory

SmithPearlman & Co. believes that your accounting firm should be instrumental in helping you maintain your business growth and profitablilty at a healthy pace.  Because of this, we are a full service consulting firm assisting in creating industry solutions that allow for business opportunities.

We offer a complete range of consulting services that can help you improve business operations, boost efficiency, and increase bottomline profits.  We work toward becoming a valued advocate for the businesses we serve, basing our results on open communication and proactive problem solving.  We take pride in our knowledge-based approach that enables us to position your financial objectives for long-term financial success.

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Tax Services

Tax and Tax Strategy

When managing your tax liability, don't you want to learn where the real tax advantages are rather than adjust to your past tax burden?  This desire parallels the SmithPearlman & Co. proactive approach to its tax services.  We work with you year-round so you can minimize your tax obligations and optimize tax savings benefits.

We believe there should be a strategy behind tax calculations.  Meaning that we are not only tax experts, we are trusted financial advisors who see tax as part of your overall financial strategy, a strategy that should always look toward future financial success.


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IRS Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

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Strategic Planning

Is your revenue and profit growth flat and not meeting expectations?  Is your top-line growing while your bottom line is not?  Have you decided what your company's long-term revenue goals should be?  Do you know whether your goals are realistic? 

Strategic integration is vital to your business success.  This is because strategic planning is not just a tool - it is a necessary means for achieving the financial objectives of your business.

Even with a sound plan in place, plan implementation and follow-through are the most important parts of the strategic process.  SmithPearlman & Co. can work side-by-side with you to create your strategic strategy, designing clearly defined objectives, goals, and actions.  Once your plan strategy is in place, SmithPearlman & Co. can remain on the team providing assistance with plan implementation so that all involved understand why the plan is needed, how the plan will work, and the expected results.  As financial experts, SmithPearlman & Co. partners with clients to maintain their business stability.  What greater stabilizing force does a company have than its people?  Because of this, SmithPearlman & Co. consults, advises, and educates on a full spectrum of employee products and services.  We can help with your human resources programs and strategies.  Let us assist you in creating an enduring competive advantage.

With strategic integration:

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Pension and Profit Sharing Plans

As financial experts, SmithPearlman & Co. partners with clients to maintain their business stability.  What greater stabilizing force does a company have than its people?

Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs...) can provide significant tax advantages for closely held businesses and self-employed individuals.  Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.


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Other Services

Asset Protection

Our firm can assist you with an asset protection plan that may include family limited partnerships, limited liability companies, or trusts.

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Litigation Support

Litigation support involves the quantification of economic damages pursuant to existing or pending litigation using various techniques.  We have experienced competent staff who can compile information efficiently to assist in the calculation and documentation of any potential economic loss or damages.

Pending or existing litigation can result in the need for qualified professional to present his/her opinion to support or oppose evidence submitted to the court.  Our level of competence allows us the opportunity to assist legal counsel.


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Notary Public

Bring us your important documents to notarize.

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Software Consulting

Accounting Software Consulting

We provide everything from system setup, bookkeeping cleanup or conversions to hands-on training and troubleshooting.



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