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PROVIDING DIRECTION

THERE ARE NUMEROUS DECISIONS to be made along the path to achieving your financial goals. Every business decision you make affects the bottom line. But, informed decisions require time and know-how. Can you make these decisions in less time, with more peace of mind? Absolutely! You can make informed decisions faster by utilizing outside resources. Resources whose interest in your success is as strong as your own. Resources that provide a base of experience to help you evaluate the factors affecting your decision. Resources that provide you with peace of mind, and additional time to pursue other goals. Osburn, Henning and Company can be that resource. We provide services to businesses during each stage of the business life cycle. And, we assist individuals in making better financial choices. We are in the business of helping people achieve their financial goals.


BUSINESS SERVICES

SMARTER BEGINNINGS

THE SUCCESS OF A NEW BUSINESS depends on a sound foundation. This foundation is the plan for financing and delivering your products and services. It is the strategy for managing your personnel. It is the development of core ideals and the creation of the company itself. We can help you with organizational issues such as choice of legal and tax entity, capitalization of the business, lease versus purchase decisions and much more.

AS YOUR COMPANY GROWS we can assist you in developing strategies to increase revenues and operating efficiencies. We will define and monitor your company's key performance indicators to achieve the goals you have set. As your business resource, we can help you get a handle on the numbers. Play "what if?" Budgets and cash flow forecasts are both great tools for managing your business. We will become a part of your management team, filling in the gaps where needed.


ASSURED ACCOUNTABILITY

THROUGHOUT THE LIFE OF YOUR BUSINESS you may want assistance in other areas. You may wish to establish an employee benefit plan. We will advise you how to structure your plan, and assist in the ongoing reporting requirements. Computers are now a must in every business. A new system or change in your present software or hardware may increase efficiencies and enhance management information. We can help with this assessment. If your need is training or simply manpower, we can help. An appropriately designed accounting system provides timely management information and is the basis for preserving the assets of your company. We will provide varying degrees of assistance in this area, from the recording of your checks, to reviewing your internal controls and overall accounting systems and processes.


COMPLIANCE SIMPLIFIED

We will provide the reporting on your financial statements, whether compiled, reviewed or audited, as required by your banker, bonding agent, suppliers or investors. At times, businesses have a need for fraud auditing, litigation support, risk assessment and other assurance services which are natural offshoots of our more traditional services. Dealing with taxing authorities is costly in both dollars and time. We will advise you of the tax consequences of alternative structures and timing of business transactions to achieve the most favorable tax result. Preparation of various tax returns-federal, state and local-are among the other services we offer.

PRESERVING SUCCESS

THE SUCCESSFUL COMPANY can survive its founder. Will you sell, liquidate, or transfer the business to your heirs? Projections and feasibility studies can be valuable to the owner of a mature business in evaluating an expansion, a merger or an acquisition. If you are considering a private sale, or an initial public offering, we can help in initiating and completing the transaction. Proper planning can make your business' transaction a smooth one, and provide added comfort to you and those who depend on you. We will be at your side to help you through the process.

WHILE OUR FIRM HAS ALWAYS BEEN PROUD of the diversification of our client base...and the experience we have gained from such a base...we have also established an emphasis in several industries, including construction, banking, insurance, not-for-profit and employee benefits. We have dedicated both personnel and monetary resources to each of these areas to assure our reputation and presence in these industries remain strong.


INDIVIDUAL SERVICES

WHAT MATTERS MOST

IN TODAY'S DYNAMIC TAX ENVIRONMENT people are faced with not only a complex set of tax rules, but rules that change constantly. We can reduce the resulting confusion by helping you understand and plan for the changing tax laws, and by preparing the various required returns. Tax, estate and retirement planning are all critical to preserving your personal assets. Your needs will vary over your lifetime-braces, college tuition, weddings, travel, and retirement. As your situation changes, so will your planning needs. We, along with other key advisors, will help you work through these changes. Many of the individuals whom we are presently assisting with their retirement and estate tax plans have been clients of our firm since they took their first job. We continue to strive to build long lasting relationships through individualized, personal service. Expect this kind of service from us.


WORKING TOGETHER... TO WIN

WE'VE BEEN SUCCESSFUL BY HELPING OUR CLIENTS SUCCEED. We provide the people, the knowledge, the tools and the experience to help our clients achieve their financial goals. Our half century of service has provided a network of contacts in the business, civic and professional community that furthers our ability to meet our clients' many business and financial needs. We've retained our strong presence over the years by recognizing...and responding to...the changing business, tax and economic climates, and by helping our clients adapt to these changes and challenges. We are pleased that you are interested in our firm and the quality business and financial services that we offer. We welcome your questions, and look forward to working with you.

(Click Service Title For Details)

  • Accounting Services
  • Accounting Software Selection & Implementation
  • Audits, Reviews and Compilations
  • Business Consulting
  • Business Entity Selection
  • Business Succession Planning
  • Business Valuations
  • Cash Flow & Budgeting Analysis
  • Consulting Services
  • Estate Planning
  • Financial Forecasts & Projections
  • Financial Planning
  • Financial Statements
  • Forensic Accounting
  • Management Advisory Services
  • Qualified Plan Administration
  • Tax Services   

    Accounting Services
    Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. 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 accounting services including the following:

    *General ledger & financial statement preparation

    *Bookkeeping (Monthly/Quarterly/Annual)

    *Accounting system setup for new businesses

    *Computerized payroll services

    *Business tax return preparation (Sales & Use/Business Property)

    *Personal financial statements

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    Accounting Software Selection & Implementation
    With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult. As accounting professionals, we are exposed to most programs through trade journals and actual use. Our experienced staff can help you choose and implement the system that best fits your needs.

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    Audits, Reviews and Compilations
    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:

    *Audit- an intensive examination with the highest level of assurance

    *Review - some analytical procedures conducted with limited assurance

    *Compilation - based upon client information provided and used primarily for internal use.

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    Business Consulting
    We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

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    Business Entity Selection
    Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

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    Business Succession Planning
    Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.

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    Business Valuations
    Whether you are thinking of buying a new business or in the midst of a difficult divorce, the amount attached to the value of your business is important. We can provide useful and objective analysis to assist you in the valuation of any business in which you have an interest.

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    Cash Flow & Budgeting Analysis
    A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.

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    Consulting Services
    We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:

    *Accounting software selection and implementation

    *Type of entity selection

    *Business valuations

    *Buying/selling a business

    *Computer systems

    *Financial & retirement decisions

    *Estate, trust & gift planning

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    Estate Planning
    Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

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    Financial Forecasts & Projections
    Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals.

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    Financial Planning
    A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

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    Financial Statements
    We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions.

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    Forensic Accounting
    We use accounting and auditing skills to provide an analysis of financial records in conjunction with dispute resolutions, as well as fraud and theft investigation. Our damage measurement methods can determine the extent of financial loss and illegal accounting practices.

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    Management Advisory Services
    Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.

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    Qualified Plan Administration
    We can provide third party administration for your qualified defined contribution plan (401k, profit sharing, or money purchase plan). We are recognized by several major plan vendors as qualified third party administrators. We can also help with plan design so that both the owners and the employees derive a benefit.

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    Tax Services
    We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

    *Tax planning & return preparation

    - Individuals

    - Corporations

    - Partnerships

    - LLCs/LLPs

    - Estates, trusts & gift

    - Not-for-profit organizations

    - Qualified Plan Reporting

    *Taxing authority representation

    *Divorce and support issues

    *Tax effects of buying/selling a business

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