Services

 

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Below are some of the services our accounting firm provides.

Assurance:
Moody CPAs and Advisors’ Assurance Servcies team doesn’t just issue an opinion, we get to know your business like it’s our own.  We perform the traditional financial statement services of Audit, Review, Compilation, and Agreed Upon Procedures.  In addition, we perform financial due diligence services and forecasts and projections. 
Tax:
We provide tax preparation services for corporations, partnerships, individuals, and trusts and estates.  We also perform Cost Segregation Studies and Research & Development Credits and Incentives.

Bookkeeping:
We provide the standard bookkeeping and write-up services and we have relationships with local payroll providers.

Business Valuation:
We specialize in developing independent valuations with reasoned positions and comprehensive documentation to provide critical support for potential challenges or scrutiny.  We handle the following services:  Corporate Tax Planning and Compliance Valuations, Gift & Estate Valuations, Succession and Family Wealth Planning Valuations and Dispute Advisory & Forensic Services.

Risk Advisory:
Moody CPAs and Advisors LLC provides a risk-based approach to internal auditing.  We perform internal audit services including setup of the internal audit function and Internal Audit Quality Assessment Reviews.

Mergers and Acquisitions:
We provide extensive service from the early strategic issues to the final transaction closing.  We have first-hand experience in M&A’s.  We provide the following services:  Buy Side Advisory, Sell Side Advisory,  and Strategic Advisory.

Management Consulting:
We provide a full realm of management consulting services.   At Moody CPA’s, we know that key advisors can help you manage your business profitably and more effectively.  From compensation, leadership transition, buy/sell agreements, cost/benefit analysis, and many other challenging management decisions, Moody CPA’s can provide that “second set of eyes” that make decision making easier and cost effective.

Controller/CFO on the Go:
We can provide on-site, just-in-time, financial support for short or long stretches.  You call and we’ll hit the ground running.