"Our mission is to help our clients achieve their goals through exceptional service."

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Auditing & Accounting

HBL’s practice includes assisting clients with specialized accounting services. We offer a wide variety of help from check-writing and full-service bookkeeping to full attestation engagements, such as audited financial statements. HBL also offers full financial and accounting support for small business’ internal accounting needs, and our team is familiar with numerous accounting software packages, including QuickBooks, and can help most small businesses with set-up, troubleshooting and maintenance.

• Audits, reviews and compilations of financial statements
• Monthly accounting services, including preparation of ‘Management Use Only’ financial statements
• Assistance with set-up, clean-up and training on internal accounting software packages, such as QuickBooks
• Personal financial statements
• Loan package assistance
• Financial forecasts and projections
• Review and development of internal control systems
• Special projects
• Business valuations
• Business purchase or sale consulting
• Family succession planning
• Preparation of sales and personal property tax reports
• Due diligence for potential business sale or purchase

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As professionals who practice before the Internal Revenue Service, we are bound by rules and regulations issued by the IRS. One of these rules governs written advice to clients concerning federal tax matters. The rules require that we advise you that you cannot rely on written advice for the purpose of avoiding penalties that may be imposed by the IRS as a result of a transaction.