Client Services


Our staff of accounting professionals offers a wide range of services to our individual and business clients. Below we have listed the services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

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 – analytical procedures conducted with limited assurance
  • Compilation – based upon client information provided and used primarily for internal use.

Prepared 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.


Meaningful, 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.

  • Accounting system setup for new businesses
  • General ledger maintenance & financial statement preparation
  • Bookkeeping (Monthly / Quarterly / Annual) including bill pay
  • Sales and Use tax returns
  • Computerized payroll services
  • Business Personal Property Assessments

Outsourced CFO Services

A dedicated accounting staff is not feasible for many small businesses. With over 30 years’ experience assisting businesses achieve financial success, CSH&G fills the Chief Financial Officer’s role when clients need us. We help businesses create and revise business plans, buy and sell assets, acquire companies and sell their own businesses. CSH&G works with clients to achieve business goals.

Cash Flow and 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.

Financial Forecasts and 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.

Tax Planning and Preparation

Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual, a multi-tiered partnership, limited liability company or corporation, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

IRS Representation

During 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.

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.

Buying and Selling a Business

Structuring 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.

Mergers and Acquisitions

Finding the right business partner for your company can be a challenging task. We can assist you in the merger or acquisition process by assessing such critical elements as tax considerations; product/service compatibility; competitive tactics and position; financial impact; and cash flow considerations.

Non-Profit Services

We can assist you in the establishment of your non-profit, including making the internal revenue service application, setting up your accounting system, and assisting you with all compliance issues. We also offer fully outsourced accounting services for non-profits to help keep your non-profit on track and focusing on its primary assistance goals.

Business Valuation Services

Placing a value on a business can be a difficult task for business owners. A certified valuation analyst (CVA) at CSH&G can assist business owners and managers in determining a value for a business.

Estate and Trust Planning and Tax Preparation

Quality planning for estates and gifting assist in 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. Our staff can navigate you through the complex process of getting your financial affairs in order.

Financial Planning

Structuring a financial plan helps you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, our financial planners can help you assess your financial needs, map your success strategies and enable you to achieve your goals and strengthen your financial security.

Other Services

Due to our diverse client base, we encounter a wide array of financial and tax issues. As a result, we have gained valuable experience over the years in numerous specialized areas, many of which are listed below. We feel our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to quality client service.

  • Asset protection
  • Investment review
  • Bankruptcies
  • Litigation support
  • Employee benefit plans
  • Fraud examinations
  • Expert witness services
  • Internet commerce


We want you to be successful and we’ll help you get there!

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3049 Massey Road | Vestavia Hills, AL 35216

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