Services

Swink Smith Coplen is a team of experienced professionals working together with you to achieve your business and financial goals. Every individual at Swink Smith Coplen is dedicated to the principles of our profession and the mission of our firm as we serve our clients, the community and the public accounting profession.
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    Audit Services

Audit & Attest Services

Swink Smith Coplen’s team of professionals will combine their technical expertise with sound business judgment to help you meet reporting requirements and provide timely information to manage your business. We are committed to your success. We have over 30 years of experience, in a variety of industries, providing traditional assurance services, including audits, reviews, compilations and agreed-upon procedures in the following areas:

• Privately-held company attest services
• Non-profit organization audit and form 990 services
• Employee benefit plan audit services
• Reports on service organization controls
• Agreed-upon procedures

Service Authoritative Guidance Level of Assurance Scope/Objective
Audit An audit is the highest level of attest service. By definition, it is conducted in accordance with generally accepted auditing standards (GAAS). The objective of an audit is the expression of an opinion on the financial statements taken as a whole. An audit involves examining on a test basis, evidence supporting amounts and disclosures in the financial statements to support expression of an opinion on the financial statements taken as a whole.
Review A review is conducted in accordance with Statements on Standards for Accounting and Review Services (SSARS) issued by the AICPA and is substantially less in scope than an audit. No opinion is expressed on the financial statements taken as a whole; rather, we express “negative assurance”. Review procedures consist principally of inquiries and analytical procedures sufficient to express limited assurance that
no material modifications are necessary.
Compilation A compilation is conducted in accordance with SSARS issued by the AICPA and is limited to presenting in the form of financial statements information that is the representation of management. No opinion or other form of assurance is expressed in a Compilation report. The objective of a compilation engagement is to assist management in presenting financial information in the form of financial statements.
Agreed-Upon Procedures(AUP) Engagements for Agreed-Upon Procedures (AUP) are performed in accordance with Statements on Standards for Attestation
Engagements issued by the AICPA.
No opinion or other form of assurance is expressed. Findings are reported based on circumstances where limited procedures are necessary to meet a specified objective. Agreed-upon procedures are designed to achieve a specific objective.
+ Audit & Attest Services

Swink Smith Coplen’s team of professionals will combine their technical expertise with sound business judgment to help you meet reporting requirements and provide timely information to manage your business. We are committed to your success. We have over 30 years of experience, in a variety of industries, providing traditional assurance services, including audits, reviews, compilations and agreed-upon procedures in the following areas:

• Privately-held company attest services
• Non-profit organization audit and form 990 services
• Employee benefit plan audit services
• Reports on service organization controls
• Agreed-upon procedures

+ Comparative Table
Service Authoritative Guidance Level of Assurance Scope/Objective
Audit An audit is the highest level of attest service. By definition, it is conducted in accordance with generally accepted auditing standards (GAAS). The objective of an audit is the expression of an opinion on the financial statements taken as a whole. An audit involves examining on a test basis, evidence supporting amounts and disclosures in the financial statements to support expression of an opinion on the financial statements taken as a whole.
Review A review is conducted in accordance with Statements on Standards for Accounting and Review Services (SSARS) issued by the AICPA and is substantially less in scope than an audit. No opinion is expressed on the financial statements taken as a whole; rather, we express “negative assurance”. Review procedures consist principally of inquiries and analytical procedures sufficient to express limited assurance that
no material modifications are necessary.
Compilation A compilation is conducted in accordance with SSARS issued by the AICPA and is limited to presenting in the form of financial statements information that is the representation of management. No opinion or other form of assurance is expressed in a Compilation report. The objective of a compilation engagement is to assist management in presenting financial information in the form of financial statements.
Agreed-Upon Procedures(AUP) Engagements for Agreed-Upon Procedures (AUP) are performed in accordance with Statements on Standards for Attestation
Engagements issued by the AICPA.
No opinion or other form of assurance is expressed. Findings are reported based on circumstances where limited procedures are necessary to meet a specified objective. Agreed-upon procedures are designed to achieve a specific objective.
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    Consulting Services

Consulting Services

Swink Smith Coplen offers specialized business advisory services to our clients on a project or recurring basis. Some of these services include:

• Start-up services, including business entity selection/change and business plan development
• Budgeting and financial analysis
• Analyze cash flow and cash management
• Lease vs. purchase analysis
• Office procedures review
• Succession planning
• Estate and retirement planning
• Mergers and acquisitions, including due diligence
• Strategic planning
• Employee benefit planning and consulting
• Implementing new accounting standards
• Determining accounting impact of contracts and agreements
• Consolidated financial reporting
• Assistance with bank financing
• Procedures to test internal controls

+ Consulting Services

Swink Smith Coplen offers specialized business advisory services to our clients on a project or recurring basis. Some of these services include:

• Start-up services, including business entity selection/change and business plan development
• Budgeting and financial analysis
• Analyze cash flow and cash management
• Lease vs. purchase analysis
• Office procedures review
• Succession planning
• Estate and retirement planning
• Mergers and acquisitions, including due diligence
• Strategic planning
• Employee benefit planning and consulting
• Implementing new accounting standards
• Determining accounting impact of contracts and agreements
• Consolidated financial reporting
• Assistance with bank financing
• Procedures to test internal controls

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    Outsourced Controller Services

Outsourced Controller Services

Do you spend more time working in your business than working on your business? Are accounting and financial reporting demands keeping you from doing the work you want to do to grow your business? We customize our outsourced accounting services to align with your needs. Our experienced accounting professionals work with your team to make your accounting functions more reliable and provide accurate and timely information you can use to make your business stronger. We handle the day-to-day accounting functions leaving you free to run your business.

Service Your Challenges Your Solutions Scope of Services
CFO Is your department reactive? Do you lack the accounting skills to make important decisions? We can provide you with budgets, forecasts, and cash management tools for your business. We can help you assess the different solutions and determine what will work best. • In-house accountant
• Financial statement analysis
• Cash flow planning
• Budgeting
• Negotiate loans and leases
Controller Do you struggle to receive financial information in a timely and accurate manner? We will provide quality, timely and responsive service. • Prepare and close monthly financials
• Cash and inventory managment
• Oversee accounting staff
• Liaison to auditors, tax preparers, and bankers.
Bookkeeping Are you spending valuable time handling daily accounting functions? Are bills not getting paid or are clients not getting billed in a timely manner? By outsourcing your accounting responsibilities, you can focus your attention on building the business.
We can bill your clients and pay vendors for you.
• Vendor disbursements
• Customer invoicing
• Reconcile bank accounts
• Sales and use tax
QuickBooks Consulting Are you having difficulties with your QuickBooks file? We can provide training and continued support for all QuickBooks users. • Install software
• Provide training
• Provide support

Swink Smith Coplen has a dedicated team of experienced QuickBooks Proadvisors to assist you in managing your business finances. Our team can help you by:

• Selecting the appropriate software for your needs and guiding you through the set up and/or conversion process.
• Training your staff, both in house and at periodic seminars.
• Being available to help you with day to day questions as they arise.
• Data clean-up, process improvements and procedures to help you track your finances efficiently.

+ Outsourced Controller Services

Do you spend more time working in your business than working on your business? Are accounting and financial reporting demands keeping you from doing the work you want to do to grow your business? We customize our outsourced accounting services to align with your needs. Our experienced accounting professionals work with your team to make your accounting functions more reliable and provide accurate and timely information you can use to make your business stronger. We handle the day-to-day accounting functions leaving you free to run your business.

+ Comparative Table
Service Your Challenges Your Solutions Scope of Services
CFO Is your department reactive? Do you lack the accounting skills to make important decisions? We can provide you with budgets, forecasts, and cash management tools for your business. We can help you assess the different solutions and determine what will work best. • In-house accountant
• Financial statement analysis
• Cash flow planning
• Budgeting
• Negotiate loans and leases
Controller Do you struggle to receive financial information in a timely and accurate manner? We will provide quality, timely and responsive service. • Prepare and close monthly financials
• Cash and inventory managment
• Oversee accounting staff
• Liaison to auditors, tax preparers, and bankers.
Bookkeeping Are you spending valuable time handling daily accounting functions? Are bills not getting paid or are clients not getting billed in a timely manner? By outsourcing your accounting responsibilities, you can focus your attention on building the business.
We can bill your clients and pay vendors for you.
• Vendor disbursements
• Customer invoicing
• Reconcile bank accounts
• Sales and use tax
QuickBooks Consulting Are you having difficulties with your QuickBooks file? We can provide training and continued support for all QuickBooks users. • Install software
• Provide training
• Provide support
+ Quickbooks Consulting

Swink Smith Coplen has a dedicated team of experienced QuickBooks Proadvisors to assist you in managing your business finances. Our team can help you by:

• Selecting the appropriate software for your needs and guiding you through the set up and/or conversion process.
• Training your staff, both in house and at periodic seminars.
• Being available to help you with day to day questions as they arise.
• Data clean-up, process improvements and procedures to help you track your finances efficiently.

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    Tax Services

Tax Services

Swink Smith Coplen has been providing tax services since the firm started in 1980. Our tax professionals view your tax return as an annual scorecard for your personal and business finances. We examine your records and the numbers as the return is prepared and offer concrete discussion points and suggestions on how to minimize taxation and better prepare for the future.

• Preparation of personal, business, fiduciary, estate, gift and non-profit tax returns
• Preparation and planning for state and local tax returns in any of the fifty states and Canada
• Tax planning for individuals, business entities and their owners
• Preparation and planning for sales and use tax
• Preparation of property tax returns
• Preparation and/or review of payroll tax filings

+ Tax Services

Swink Smith Coplen has been providing tax services since the firm started in 1980. Our tax professionals view your tax return as an annual scorecard for your personal and business finances. We examine your records and the numbers as the return is prepared and offer concrete discussion points and suggestions on how to minimize taxation and better prepare for the future.

+ Tax Planning and Compliance Services

• Preparation of personal, business, fiduciary, estate, gift and non-profit tax returns
• Preparation and planning for state and local tax returns in any of the fifty states and Canada
• Tax planning for individuals, business entities and their owners
• Preparation and planning for sales and use tax
• Preparation of property tax returns
• Preparation and/or review of payroll tax filings