No one accounting firm can be all things to all people. Privately-held enterprises, non-profit entities and individuals are Lewis, Birch & Ricardo’s areas of expertise. In our opinion, the single most important factor in providing superior client service is the development of staff who demonstrate professional expertise and an ability to work as a team. LBR’s structure provides in-depth specialization and inter-disciplinary support.

Areas of expertise include, but are not limited to:

Healthcare Provider Service

» Practice Management Consulting

» Financial Statement Compilation

» Compensation Models and Formulas

» Overhead Allocations

» Accounting for Designated Health Services

» Departmentalizing of Practice Operations

» Physician Buy-In & Buy-Outs

» Practice Acquisitions & Dissolutions

Marital and Family Law Litigation Support

» Marital & Non-Marital Asset Analysis

» Alimony & Child Support Calculations

» Income Analysis

» Lifestyle Analysis

» Net Worth Calculations

» Collaborative Divorce

» Forensic Accounting

Privately-Held Business Enterprises

» Bookkeeping / Write-up

» Audit, Reviews and Compilations

» Tax Preparation and Planning

» Business Valuation

» Mergers & Acquisitions

» Business Consulting

» Forecasting and Projections

» QuickBooks Support & Training

Non-Profit Entities

» Financial Audits

» Federal Single Audits (OMB A-133)

» 403b Employee Benefit Plan Audits

» 990 Tax Return Preparation

» Exemption Status Application Assistance

» Unrelated Business Income Issues

» General Consulting

Employee Benefit Plans

» Audit

» 5500 Tax Return Preparation

Estates and Trusts

» Financial Planning

» Tax Preparation

Mergers and Acquisitions Consulting

» Financial Statement Audits, Reviews and Compilations

» Business Valuations

» Due Diligence

» Strategic Tax Planning and Consulting

» Business Consulting

Cost Segregation Studies

» Tax Planning and Consulting

» Tax Return Preparation