Accounting and Auditing

RBF's team of experienced professionals view financial statements not as static pictures of organizations at specific moments in time, but as valuable resources to help clients identify risks and opportunities.

During our engagement, we recommend strategies for our business, professional, and nonprofit clients to enhance accounting systems, improve profitability, and solve business and tax problems.

We offer clients four levels of financial statement assurance.

• Audit - the highest level of assurance through financial statement examination supported by rigorous outside verification and transaction testing.
• Review - a second level provides limited assurance of a client's financial statements following a succession of analytical procedures, inquiries, and industry-wide comparisons.
• Compilation - a base level consisting of financial information, provided by a client, prepared in a financial statement format without verification or opinion.
• Agreed-upon procedure - only looks at a specific piece of a financial statement, in most cases through the request of a specific user.

We have experience in performing audits in accordance with Generally Accepted Government Auditing Standards (Yellow Book Audits) - this type of audit is geared toward financial statement reporting, but additional audit procedures are required, such as assessing internal controls and certain compliance issues. As with a financial statement audit, the objective of a yellow book audit is to provide an opinion on whether the financial statements are free of a material misstatement.

Tax Services

Our firm provides tax services to corporations, partnerships, sole proprietors, trusts, and individuals. Our Internet-based research library helps us provide our clients with the most up-to-date information on tax laws and rulings from the Internal Revenue Service. We also offer highly efficient paperless filing and cost-saving file delivery options for clients.

Ross Buehler Falk clients benefit from our tax services in three key areas:

• Planning - suggesting ways to minimize taxes.
• Compliance - preparing accurate tax returns.
• Advocacy - representing clients who are being audited or if tax returns are questioned by taxing authorities.

Management Consulting Services

Members of our highly experienced management consulting team have depth and breadth of experience from serving in executive-level positions and working in a variety of businesses and industries. As a respected and trusted peer, the firm can help businesses solve problems, control costs, enhance profitability, improve business operations, and meet strategic goals. We customarily provide management consulting services on a project basis. See Management Consulting Services.

Personal Financial Counseling

Ross Buehler Falk offers counseling services to individual clients to help them make sound lifelong financial decisions. Our professionals can counsel on relevant financial aspects of children's education, estate planning, insurance needs, managing debt, retirement planning, and trusts.

For business owners, we also assist in determining appropriate exit strategies and consulting on planning that accompanies the successful sale of a business.

Featured Industries

Agribusiness Group
Construction Industry Services
Healthcare Services
Management Consulting Services