This document describes the various services offered by an accounting firm, including accounting services, audit and attestation services, business valuation, employee benefit plan audits, forensic accounting, litigation support, tax planning and compliance services. The accounting services include bookkeeping assistance, financial statement preparation, and payroll services. The audit and attestation services include financial statement audits and agreed-upon procedures. Additional services include valuations for estate and gift tax purposes, mergers and acquisitions due diligence, and SOC reports on controls for service organizations.

2. Accounting Services
Our Accounting Services Department functions as a comprehensive
bookkeeping service providing monthly, quarterly or annual assistance to
our clients, as needed. These services include:
• Data Entry;
• Bank Reconciliations;
• QuickBooks Assistance;
• General Ledger Maintenance;
• Financial Statement Preparation;
• Payroll Tax Preparation & Reporting;
• Year-End Payroll & 1099 Reporting

3. Audit & Attestation Services
Our Audit and Attestation Department provides the highest quality assurance
services to clients throughout Central New York and across the United States. Our
management-based audit approach is designed to provide the highest level of
assurance while providing assistance to management in critical need areas. These
services include:
• Financial statement audits, reviews & compilations;
• Agreed-upon procedures & attestation engagements;
• Budgeting, forecasting and cash flow projections;
• Internal controls review & implementation;
• Fraud detection & prevention;
• Due diligence procedures for mergers & acquisitions; and
• Audits Under OMB Circular A-133.

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5. Business Valuation Services
Our Firm has an extensive business valuation practice which is of
critical importance for closely-held businesses today.
Our
valuation experts have attained the highest professional credentials
and provide valuation studies for a variety of client needs,
including:
• Estate & Gift Taxes
• Buy/Sell Agreements
• Shareholder Oppression
• Internal Ownership Transition • Marital Dissolution
• Mergers & Acquisitions
• ESOPs

6. American Red Cross Volunteers at the
NY State Fair

7. Employee Benefit Plan Audits
Our Firm has a wealth of experience in auditing a variety of
employee benefit plans including defined benefit plans, defined
contribution plans and welfare benefit plans. We are a member of
the AICPA Employee Benefit Audit Quality Center which allows our
Firm to achieve the highest standards in performing quality
employee benefit plan audits. We also assist our clients in tax
reporting and compliance issues as they arise.

8. FAR Overhead Rate Audits
Our Firm has a national practice in performing FAR overhead rate audits
and related consulting services for architectural and engineering (“A/E”)
firms. Our growth in this area is a result of an increased focus on properly
calculated and audited FAR overhead rates under the guise of the new
AASHTO Uniform Audit & Accounting Guide.
We currently conduct FAR overhead rate audits for clients who contract
with dozens of Federal and state agencies and have also been engaged by
the New York State Department of Transportation (“NYSDOT”) to perform
contract audits of A/E firms.

9. Annual Golf Outing

10. Service Organization Control (SOC) Services
(Formerly SAS 70)
Service organizations need to provide assurance to their customers and
independent auditors that their systems and internal control structures are properly
designed and operating effectively. We have extensive professional experience in
SOC engagements (formerly SAS 70 Reports) to meet the needs of service
organizations today. These reports include:
•SOC 1 – Reporting on Controls at a Service Organization
•SOC 2 – Reporting on Controls at a Service Organization Relevant to Security,
Availability, Process Integrity, Confidentiality or Privacy; and
•SOC 3 – Trust Services Report for a Service Organization

11. J.P. Morgan Chase Corporate Challenge

12. Forensic Accounting
Our Firm has an extensive forensic accounting practice led by a team of
Certified Fraud Examiners (CFE) which assist in not only fraud detection
but also in ongoing prevention through the design and implementation of
proper internal controls. Our forensic accounting experts investigate,
analyze and summarize the necessary financial data and provide expert
witness testimony in a number of areas, including:
•Shareholders’ & Partnership Disputes;
•Business Interruption / Insurance Claims;
•Marital Disputes;
•Business Economic Losses; and
•Professional Negligence.

13. Syracuse University Orange Pride Day

14. Litigation Support Services
Dannible & McKee, LLP provides litigation support services and expert witness
testimony to clients and attorneys across the United States. Our experienced
professionals conduct fraud investigations, prepare damage calculations, prepare
trial exhibits, assist with depositions and evaluate the benefits of dispute litigation for
disputes involving:
•Valuation;
•Ownership Transition;
•Marital Dissolution;
•Breach of Contract;
•Patent Infringement;
•Fraud; and
•Income/Estate Tax Matters.

15. Tax Planning & Compliance Services
Proactive tax planning is an essential part of our continued service to our clientele. Not
only is the goal to minimize Federal and state income tax for our corporate and individual
clients, but also to provide our clients with the proper awareness to plan for the role taxes
play in their overall financial picture. The size and depth of our tax practice has enabled
our Firm to provide expertise in many specialized areas including:
•Estate Planning;
•Ownership Transition;
•Multi-State Taxation and Nexus Issues;
•IRS and State Compliance Audits;
•Sales and Use Tax and Compliance Audits;
•Qualified & Non-Qualified Retirement Plan Structure; and
•Choice of Entity.