Firm Overview. Firley, Moran, Freer & Eassa, CPA, P.C. Experience, Responsiveness & Dedication. The RSM US Alliance Advantage
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1 Firm Overview F I R M P R O F E S S I O N A L S Audit and Accounting Guidance Professionals Tax Specialists and Consultants Individual and Corporate Tax Professionals Specialized Business Advisors C U S T O M E R S S E R V E D Developed Corporations Middle Market Companies Growing Businesses Entrepreneurs Individuals I N D U S T R I E S S E R V E D Construction & Real Estate Credit Unions & Other Financial Institutions Energy Manufacturing Professional & Business Services Wholesale Distribution & Retail (FMF&E) has been providing services to its clients since 1980 and continues to be one of the leading certified public accounting firms in Central New York. Our clientele, which are located in Central New York and throughout the United States, includes many contractors and real estate developers, credit unions, energy companies, manufacturers, service businesses and wholesalers and distributors. FMF&E is a firm that has in excess of 80 professionals of which 80% are Certified Public Accountants (CPAs) and certain professionals also possess specialty training in the area of business valuations (Certified Valuation Analysts). Our growth has come from applying a strong results-oriented approach to servicing our clients. We are a trusted organization that is PCAOB registered and provides owners and investors with confidence and assurance that quality work has been performed by FMF&E professionals. FMF&E has also consistently received the highest quality control rating as a result of the required peer review process which is overseen by the American Institute of Public Accountants (AICPA). As your accounting firm we address the financial reporting expectations of the owner(s), management team, board of advisors, external investors, and lenders. Our client base is diverse. To accommodate different needs we created practice groups to provide specialized support for each business type. Our professionals work to complete projects on time and within budget. At FMF&E we use a team approach to support your needs and bring in the proper resources when unique situations arise or your business or personal goals change. The RSM US Alliance Advantage In 1992, FMF&E became a member of RSM US Alliance, which is a premier affiliation of independent accounting and consulting firms in the United States, with more than 75 members in over 38 states, Cayman Islands and Puerto Rico. This alignment provides FMF&E access to the national resources, tools and expertise of RSM US LLP, the fifth largest U.S. provider of assurance, tax and consulting services serving middle market leaders. Together, FMF&E is able to leverage more than 9,000 professionals and associates in 86 offices nationwide. RSM US Alliance provides its members with access to resources of RSM US LLP. RSM US Alliance member firms are separate and independent businesses and legal entities that are responsible for their own acts and omissions, and each are separate and independent from RSM US LLP. RSM US LLP is the U.S. member firm of RSM International, a global network of independent audit, tax, and consulting firms. Members of RSM US Alliance have access to RSM International resources through RSM US LLP but are not member firms of RSM International. Visit rsmus.com/about us for more information regarding RSM US LLP and RSM International. The RSM logo is used under license by RSM US LLP. RSM US Alliance products and services are proprietary to RSM US LLP.
2 S E R V I C E S A V A I L A B L E Audits of financial statements Reviews of financial statements Compilations of financial statements Audits of employee benefit plans full scope and limited scope audits Supervisory Committee audits Agreed upon procedure engagements Business combination accounting Business succession planning Litigation support Business valuation Financial forecasts and projections Internal Audit function Evaluation of internal control process Forensic accounting Maintenance of fixed asset records Budgeting and cash flow planning Costing/profitability analysis Cash management assistance (FMF&E) has over 30 years experience providing high quality audit and accounting services to companies located in Central New York and throughout the United States. Our service approach is based on Senior Executive directed engagement teams, focused on open communication and service efficiency and effectiveness. Our services are tailored to your business and will focus on significant business transaction cycles, assessment of the internal control environment and suggestions for internal control and general business improvements.
3 S E R V I C E S AVA I L A B L E C - Corporations S - Corporations Employee benefit plans compliance Estate and Gift tax Exempt organizations Individual General Partnerships Limited Partnerships Sales and Use tax reports Trusts Tax Accounting changes (FMF&E) has over 30 years experience providing high value tax compliance services to a range of different entities. Our Firm has over 20 tax professionals that utilize a results-oriented approach to meet your needs. Not only do our clients value our high executive to professional ratio, but also the personalized attention they deserve. FMF&E supports clients from the beginning of their lifecycle and throughout it.
4 S E R V I C E S A V A I L A B L E Compensation planning Cost segregation studies Design and implementation of qualified and unqualified retirement and fringe benefit plans, including prevailing wage and Davis-Bacon pension and health and welfare plans Entity formation and selection Estate, trust and gift tax planning Evaluation of discontinued operations and liquidation of entities Federal and State examination support Federal and State income tax minimization planning Mergers/acquisitions/divestitures Partnerships general & limited Personal Financial Planning Personal property taxes Reorganizations, stock redemptions and cross-purchase strategies Representation before the Internal Revenue Service and other tax authorities Sales and Use tax planning State tax credit applications Succession planning Transactional consulting Year-end income tax projections and planning (FMF&E) has over 30 years experience providing high quality tax consulting services. Whether you are an individual or a high-growth company, our tax consultants provide the in-depth knowledge you need to be successful. The professionals of FMF&E provide a multitude of services to a wide variety of clientele and tailor their approach to each unique need.
5 S E R V I C E S A V A I L A B L E Assistance with banking relationships Assistance with cost damage claims Budgeting, business plans and expense reduction programs Business valuations Buy-out agreement consultations Capital expenditure budgeting and return on investment analyses Cash flow analyses Contract reviews Development of financial management and performance indicator reporting systems Development of internal accounting control procedures and manuals Evaluation of alternative methods of financing Feasibility studies Financial planning Job costing and product costing systems Labor productivity analysis Lease versus purchase analysis Litigation support services Maximizing surety bond credit Organizational planning studies, lines of reporting, job descriptions Overhead and breakeven analyses Ownership transition and succession planning Personnel evaluation and appraisal Planning for mergers, acquisitions, joint ventures and divestitures Wealth management advice (FMF&E) has over 30 years experience providing high quality management and consulting services. Also, our professionals provide objective insight obtained by a wide breadth of experiences with our diverse client base. They work to seek ways to improve processes and profitability while working with compliance professionals. Our membership in RSM US Alliance allows us to provide our clients with seamless cost effective access to national accounting firm resources and the latest industry benchmark standards, while enabling us to retain our local office ownership and autonomy.
6 OUR MISSION To provide traditional and innovative accounting services of exceptional value and superior quality to those we serve in a way that: Recognizes the client as our most important asset Fosters a partnership with our clients and team members enabling them to reach their full potential Fulfills the highest standards of our profession, our clients and the public and continually strives to meet and uphold the highest ethical standard Ensures healthy, sustained and mutually profitable growth Provides rewards to our clients, team members and owners for their effort, excellence and innovation We enable all our clients, team members and owners to meet their goals and thereby contribute to society OUR GUIDING PRINCIPLES What clients can expect: Provide quality professional services that exceed client expectations Maintain a positive attitude that fosters a spirit of camaraderie among our clients and team members Be honest with one another and exercise an appropriate amount of compromise to quickly resolve issues Meet our client and internal commitments on a timely basis by working together as a team, seeking help as needed Have open, direct and timely communication among all team members while treating one another with respect Make decisions and resolve conflicts considering what is in the best mutual interest of our clients and Firm 125 East Jefferson Street Suite 920 Syracuse, NY p: f:
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