Expect different results, with a very different CPA firmSM. "I cannot say whether things will get better if we change; what I can say is they must change if they are to get better." -George C. Lichtenberg
Holden Moss is a boutique accounting, tax and business advisory firm. We provide a comprehensive range of services ranging from bookkeeping and monthly financial reporting, to sophisticated tax and business consulting to ensure that your business and personal goals are served.
Whether it is in meeting your immediate needs for accounting, tax or financial statement services or in helping you deal with more long-term issues and concerns such as developing a clear strategic plan for your business or personal success, creating an action plan to improve profitability or installing a performance management system to measure and monitor key performance indicators for your business, we will act as a proactive, strategic partner, passionately committed to your organization success.
We are confident in, and proud of, the quality of the services we offer, as we are of the experience and knowledge of the professionals who work with us. But it is not our services that are our focus but rather the various needs, concerns, hopes and desires of our clients. We understand that our services only have value to the extent that they meet our client’s needs, solve their concerns and realize their hopes and desires.
Consulting Services
Management Advisory ServicesWe 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.
Through our Business Diagnostic, Profit Improvement Potential , Customer Review and Personal Goal Setter Programs, every aspect is evaluated and areas for improvement are identified. Clear cut goals and objectives are established along with measurements and accountability. Business Succession PlanningEffective 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. Buying & Selling a BusinessStructuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations. Accounting Services
Audits, Reviews and CompilationsWe 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. Cash Flow & Budgeting AnalysisA 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. Financial Forecasts & ProjectionsForecasting 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. Bookkeeping/Write-UpMeaningful, 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. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping. Tax Services
Tax Planning & PreparationTax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation. Estate & Trust Tax PreparationEffective estate and gift 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. Payroll ServicesAs a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner. Sales Tax ServicesMany of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner. IRS RepresentationDuring 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. Other Services
Certified QuickBooks Pro Advisor ®We are a Certified QuickBooks Pro Advisor ®. We can assist you in QuickBooks ® Setup, Training, and Reporting. | 
