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Services

Actuarial Services

Pension planning is a niche industry that requires a specialized actuarial team. We help clients navigate the complex world of actuarial standards and create a plan that makes sense to the client. At L&A, our team provides planning services that take the guesswork out of pension funding and other post-employment benefits calculations. With proper planning L&A clients benefit from unique solutions for their organizations and employees that includes cost efficiency, management of cost volatility and security for participant benefits. As specialists in the governmental sector, we leverage years of benefit planning experience developed by working directly with pension boards, municipalities and districts.

  • Development of funding policy and long-term funding strategies
  • Cash flow planning and projections
  • Actuarial reports providing recommended contributions for pension funds, other post-employment benefit trusts and voluntary employees' beneficiary association (VEBA) funds
  • Development of funding policy and long-term funding strategies
  • Cash flow planning and projections
  • Actuarial reports providing recommended contributions for pension funds, other post-employment benefit trusts and voluntary employees' beneficiary association (VEBA) funds
  • Financial statement reporting in compliance with GASB standards for government pensions
  • Financial statement reporting in compliance with GASB for other post-employment benefits

ACTUARIAL SERVICES PROVIDED

  • Financial statement reporting in compliance with GASB standards for government pensions
  • Financial statement reporting in compliance with GASB for other post-employment benefits

Audit Services

At L&A, we pride ourselves in providing quality auditing services. Our firm is a member of the Private Companies Practice Section (PCPS) of the Division for CPA Firms of the American Institute of Certified Public Accountants (AICPA). We submit our accounting and auditing practice to quality control reviews, also known as peer review, to stay compliant with all professional standards established by the AICPA. Participating firms must have an independent review of its accounting and auditing practice every three years. Our most recent peer review concluded that L&A meets the standards of quality and professionalism. L&A provides audit services to governments, school districts and not-for-profit organizations.

  • Maintaining a program of continuity for multi-year engagements, including minimal rotation of audit team members, that in turn help establish efficient working relationships between team members and clients
  • Forming professional resource alliances with other businesses in the areas of human resources, tax and information technology
  • Assistance in the implementation of authoritative pronouncement requirements
  • Assistance in obtaining or securing the Certificate of Achievement (COA) from the Government Finance Officers Association (GFOA)

AUDIT SERVICES PROVIDED

  • Proprietary client training sessions that cover a range of industry related topics, including Governmental Accounting Standards Board (GASB) pronouncements, understanding financial statements and identification of financial departments efficiencies with best practices
  • Exclusive expertise in the area of local government, as exemplified by our clients’ outstanding retention rate of the Certificate of Achievement for Excellence in Financial Reporting Program (CAFR Program)
  • Scheduling and customization for each individual client during the auditing process and adhering to each clients’ needs and deadlines
  • Proprietary client training sessions that cover a range of industry related topics, including Governmental Accounting Standards Board (GASB) pronouncements, understanding financial statements and identification of financial departments efficiencies with best practices
  • Exclusive expertise in the area of local government, as exemplified by our clients’ outstanding retention rate of the Certificate of Achievement for Excellence in Financial Reporting Program (CAFR Program)
  • Scheduling and customization for each individual client during the auditing process and adhering to each clients’ needs and deadlines
  • Maintaining a program of continuity for multi-year engagements, including minimal rotation of audit team members, that in turn help establish efficient working relationships between team members and clients
  • Forming professional resource alliances with other businesses in the areas of human resources, tax and information technology
  • Assistance in the implementation of authoritative pronouncement requirements
  • Assistance in obtaining or securing the Certificate of Achievement (COA) from the Government Finance Officers Association (GFOA)

Financial Services

L&A‘s team of dedicated professionals work closely with clients to troubleshoot and execute the gamut of accounting, financial reporting, IT, and other responsibilities. We have helped clients control costs while increasing their efficiencies by customizing our diverse and talented professionals to meet their specific needs.

  • Payroll services, including timekeeping applications and web-based portals
  • Information Technology (IT) services, including accounting software implementation and training
  • Special projects, including cash management analysis, capital asset reporting, financial policies, staff recruiting, levy preparation and budget and forecasting
  • Outsourced accounting services ranging from clerk-level to Finance Director that can add expertise to your existing team or completely outsource your accounting and finance functions:
  • Part-time support roles
  • Specific roles
  • Entire departments
  • Temporary support during vacations, short-term disability, staff turnover, training periods
  • Payroll services, including timekeeping applications and web-based portals
  • Information Technology (IT) services, including accounting software implementation and training
  • Special projects, including cash management analysis, capital asset reporting, financial policies, staff recruiting, levy preparation and budget and forecasting

FINANCIAL SERVICES PROVIDED

  • Reducing taxes on estates
  • Reducing taxes on retirement distributions
  • Growing and preserving assets
  • Deferring income
  • Growing and preserving assets
  • Deferring income
  • Reducing taxes on estates
  • Reducing taxes on retirement distributions

TAX SERVICES PROVIDED

Tax Services

Preparing a tax return can be a daunting task that often leaves clients with more questions than answers as tax laws continue to evolve. L&A’s team of seasoned professionals ensures  every deduction, break and incentive is closely examined and considered. We pride ourselves on identifying, monitoring and helping each client achieve their goals while giving each tax situation the attention it deserves.

With proper planning and strategies, L&A reduces clients’ tax burdens  and protects the wealth they’ve worked hard to build. We also offer business owners a plan for business growth and investment to further their success. We offer comprehensive and timely tax solutions designed with individuals, corporations, trusts, estates and not-for-profits in mind.

© LAUTERBACH & AMEN, LLP 2019