"Leading Companies Through Change"

ACCOUNTING SOLUTIONS

From the design of your chart accounts to structuring your indirect pools with the initial setup or redesign of any aspect of your accounting system. Integrations to third party systems, advanced reporting and business process enhancement can all be achieved. We can provide system implementation and training for Deltek software products, QuickBooks, TBS’s Aspire, Unanet, Financial Force and other accounting software systems; or any conversion from one system to or from any of the others. AIMS can not only design a system, but we can also review your existing infrastructure and augment that structure for companies still building.

For small businesses, this provides the opportunity to set up the organizational infrastructure correctly from the start; avoiding a time and labor-intensive process to change the structure later.


TAX COMPLIANCE AND PLANNING

We can provide Business and Personal Tax preparation, calculation of quarterly estimated taxes, U.S. expatriate tax preparation for foreign sources of income, Trust and Estate tax returns, Form 990 for non-profits and family foundations etc. We also provide strategic business tax planning customized, income shifting strategies, passive income strategies, choosing the right structure/choice of entity and other services.

BUSINESS SUCCESSION PLANNING

We provide Strategic Planning, Operations Management, Financial/Budget Planning and Analysis for companies looking to scale to the next level and companies looking to exit their businesses. We believe this will be a growing and thriving market for the next 15 years as the baby-boomers are retiring at a rate of 10,000 each day and 18% of that total own businesses they are now trying to exit. We can act as a strategic partner for executives who wish to clarify strategic vision and overcome internal resistance to change. We can help the executive develop an effective exit strategy to maximize the return on the business at exit.

MERGER AND ACQUISITION SUPPORT

Many business owners are involved in a sale, merger or acquisition once or maybe twice during their lives. In some cases, they are selling the company they started as part of a succession or exit plan. In other cases, market changes require the disposition of a subsidiary, consolidation to leverage efficiencies and increase value, or to propel an organization into a new market/industry segment. Whatever the reason driving the transaction, mergers, acquisitions, and dispositions can be complex and require direction and guidance that extends far beyond the actual transaction.

To ensure the best outcome, it’s critical to partner with a firm that understands the various factors that make a successful transaction. For this reason, many business owners will turn to AIMS to guide them through the sale, acquisition, disposition or merger of their company.

MANAGED ACCOUNTING SERVICES

AIMS system knowledge and industry expertise allows us to support your finance and accounting requirements. Our team is made up of senior level staff. Our industry specific expertise allows us to complete accounting and administrative tasks in less time and cost of hiring a full-time employee.

Our managed service practice includes assistance for the following:

  • Incurred Cost Submissions

  • Indirect Rate Review

  • DCAA Audits

  • Monthly Bookkeeping Services

  • Cost Proposal Support

  • Financial Reporting and Analysis

  • Budget Preparation and Strategic Planning

  • Payroll Support

  • Contract Management and Administration

  • Virtual CFO/Controller Support


FAMILY OFFICE SUPPORT

The complexities of wealth can make managing your finances feel like a full-time job. AIMS financial administration service includes bill pay, accounting, budgeting, cash-flow management, document management, tax return preparation, tax compliance, tax planning and consulting, insurance reviews, and coordinating tax prep. AIMS goal is to allow clients to maximize the benefits of wealth, while minimizing the administrative burdens.