Accounting & Auditing Anticipate an interactive process

Accounting & Auditing

For this sensitive work, put aside assumptions and guesswork. We base our practice on scrupulous communication and cooperation, recognizing that we must be flexible and creative to meet your individual needs. Therefore, during the planning stage, our audit process rests on several principles: frequent communication; the latest technology; and a steady focus on critical issues like business and audit risks. During this process, you should have an expectation—that we will gather the pertinent information, invest the time to understand your business and focus on associated risks.

Tax Take a comprehensive view

Tax

Always on your behalf, we insist on a proactive approach to managing your tax affairs. Getting “a leg up” means staying current on new tax laws and legislation. In this way, we position ourselves to identify key tax planning opportunities that minimize both your current and future liabilities. Without question, tax issues demand competent, comprehensive tax expertise—all year long.

Advisory Look at the big picture

Advisory

We can safely say that almost every client faces issues that fall outside of traditional accounting concerns. Many of our clients have appreciated a knowledgeable ear and counsel. For this reason, and because we have a vested interest in the success of your business, we’re proud to offer business and financial consulting services; and thus are prepared to assist you.

"With the growth of Smith Leonard over the past few years, it’s really an exciting time within our office. It’s exciting to be able to see the opportunities that are being created as well as the opportunities that I am able to help create."
- Jeremy, Assurance Manager

More Testimonials

Smith Leonard has the experience and expertise to assist your business at every stage and every level.

Expansion

Grow & Cultivate

Managing growth can be more challenging than launching a business. Cash flow is critical. We can assist with cash flow projections, weigh the cost/benefit of expansion plans, explore funding sources, and investigate acquisition targets. All while minimizing taxes. Let us help you navigate your future.

Maturity

Sustain & Produce

Well established companies have successfully charted their path. However, unforeseen obstacles can cause disruptions. Now is not the time to become complacent. Let us help challenge the status quo. We are available to help you assess and evaluate present and future risks. We can also discuss best practice ideas and key performance indicators.

Transition

Sell & Reinvent

Maximizing the return on your investment requires planning. Do you want to sell to a strategic buyer or private equity firm? Do you want to pass the ownership to the next generation? Do you want to stay involved? We can help you evaluate exit strategies to accomplish your objectives.

Legacy

Preserve & Protect

You've spent your life building your wealth to secure your future. Now you want to take care of the next generation or further a philanthropic initiative. We can help you accomplish these goals while minimizing Uncle Sam's piece of the pie.

Development

Seed & Launch

Launching your business can bring a lot of questions. What type of entity should I form? What will my cash flow needs be? Will a bank help me finance my operations? Who do I talk to first? At Smith Leonard, we can help you navigate these questions and many more. We are ready to deploy our years of experience to help.

We are thankful.

We are extremely grateful to be a part of these great organizations

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