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Our Services

Designed to help you succeed.

Audit & Attestation

Whether you are using the statements for banking, insurance or management, we will provide you with financial statements prepared in accordance with generally accepted accounting principles.

Compilation

A Compilation does not provide an assurance on your company’s financial statements and is prepared based on information provided by the client. The financial statements are reviewed for any obvious errors, and prepared and presented in a format that is useful for your company’s industry.

Review

A review provides limited assurance on your financial services. This is achieved by:

  • Evaluating the financial statement balances.
  • Management inquiries.
  • Analysis of financial statement variances and industry specific ratios.
  • The accountant’s knowledge of your business and the industry you work in.

Audit

Whether it is needed for financing or regulatory purposes, and audit provides the highest level of assurance for your financial statements. This is achieved by:

  • Critical review of the financial statements and disclosures.
  • Review and testing of internal controls and administrative procedures.
  • Testing and verification of financial information.

Employee Benefit Plan Audit

Employee benefit plan audits are required by the Department of Labor when a Plan reaches 100 or more participants. We can help fulfill your Plan’s audit requirement by being your Plan’s independent third-party auditor. An employee benefit plan audit helps:

  • Protect your Plan’s financial integrity
  • Improve the Plan’s operations through testing of controls and compliance
  • Helps ensure that the Plan is meeting the DOL’s regulatory standards

General Business Services

Professional Expertise. Personal Touch

Better than anyone else, you understand the importance of having meaningful financial information for your business to succeed. It’s what fuels efficient operations and lets you make sound business decisions. If you don’t measure it, you can’t manage it.

At a minimum, an organization needs reliable and timely financial reporting. In this way, management can monitor profits and manage cash flow, functions vital to your business’s health. Accounting systems also generate valuable information that help business owners and executives make better business decisions and plan for future growth.

From Staff Accountant to CFO

No matter where you are in your business life cycle, Hancock & Robinson can help you manage your day-to-day operations more efficiently and generate relevant financial information to guide management decision making and strategic planning.

As your business grows, so will the complexity of your financial and managerial accounting requirements. Whether you need us to oversee the closing of your books each month or serve as your CFO, we can help you:

Payroll

Hancock & Robinson offers customizable payroll solutions to meet your business needs. From issuing checks or direct deposits to filing the necessary tax returns, our dedicated staff is here for you. Let us keep up with the changing federal and state tax laws so you can focus on your business.

General Ledger

Every business needs accurate, timely financial information. Our experienced staff will provide you with the financial information you need to manage your business more effectively. We can provide you with general ledger services on a monthly, quarterly or annual basis to best meet your needs.

QuickBooks & Sage

Every business has different needs depending on your level of activity, the expertise of your staff, and the complexity of your business. Our office has professionals available in both QuickBooks and Sage, and can customize a plan based upon the level of support you need.

Tax & Consulting

We provide the answers to help your business move forward.

Whether a small family business or a multi-million dollar international operation, privately held companies across a wide range of industries turn to Hancock & Robinson to help them make good decisions that improve their top and bottom lines.

No matter where you are in your business life cycle, we help manage your day-to-day operations and financials more efficiently. As your business grows, our services can scale with you, so we can address the full array of your complex financial and operational needs. If you need us to serve as your outsourced CFO or simply close your books each month, we can help.

Individual Tax Planning & Preparation

We understand preparing your own income tax return can be overwhelming. At Hancock & Robinson, our goal is to make taking care of your personal taxes stress-free. We will make sure you file all forms required by federal, state and local agencies.

We can assist you with strategic tax planning that is critical to minimizing tax liabilities. Our experienced staff can review what you have done in the past and identify potential tax opportunities to minimize your tax liabilities.

Business Tax Planning & Preparation

Business tax planning is an essential element of the tax preparation process for any company. Our team will work with you to develop a plan that aligns with your strategic goals.

Estate and Trust Tax Planning & Preparation

Estate and trust tax preparation are probably the most important aspects of your financial management. Estate and trust tax preparation helps to preserve, protect and enhance your financial legacy. Effective planning facilitates the orderly transfer of assets to your beneficiaries, can minimize taxes on the transfer of assets, and most importantly, provides security for your surviving loved ones.

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