Our partners offer national firm experience and expertise at local firm billing rates desirable to value-driven clients. Our managers are experts in their respective fields and our staff retention ranks well above industry averages. This allows our staff to develop close relationships with our clients over multiple years, which leads to more efficient engagements.

Accounting and Bookkeeping

With the fast-paced business world of today, keeping good accounting books and records is extremely important. The ability to make informed business decisions is driven by the quality and timeliness of available information. Many small business owners struggle with the balance between maintaining accurate accounting records and actually running their business. Let Metzler Locricchio Serra & Co. P.C. be your solution. With our versatile staff, we have the ability to assist you on several levels. Whether you need us to perform your entire accounting function or just review your records on a quarterly basis, we can help. We provide the following services:

  • Daily, weekly, monthly or quarterly accounting services
  • Financial statement preparation
  • Payroll services and reporting
  • Interim and long-term controller services
  • Accounting software implementation and training (Quickbooks, Peachtree, etc.)
  • Form W-2 and 1099 preparation
  • Forensic and investigatory accounting  

Internal Controller Functions

It is essential for any successful business to develop an effective system of financial reporting from within, whether the business is a small venture or a large organization. We realize that it is very difficult and costly for many companies to hire a full-time controller. Metzler Locricchio Serra & Co. P.C. offers a full range of internal controller services to ensure that your management has the financial information it needs on a timely basis.

Our knowledgeable staff has the ability to help you develop the tools to better manage your business by providing the services of an interim controller at reasonable hourly rates. These services include:

  • Preparing financial statements and management reports
  • Preparing budgets and expense reports
  • Managing the accounts receivable and accounts payable functions
  • Reviewing journal entries and monthly financial reports
  • Developing financial models and business plans
  • Analyzing and acting on business opportunities

Compilations, Reviews and Audits

Increased standards on regulatory compliance over the last few years have made it essential for many businesses to identify, manage and control risks. Today’s business environment demands much closer scrutiny and greater objectivity in the preparation of financial statements, particularly in the areas of reviews and audits.

It is more difficult than ever to obtain loans and financial capital, making it crucial for a business to present an accurate financial picture. Lenders want reliable financial statements from a reputable certified public accounting firm. That is why Metzler Locricchio Serra & Co. P.C. maintains a specialized and qualified staff that is committed to providing the optimum level of service in assuring that information in your financial statements is reported completely and accurately, in conformance with Generally Accepted Accounting Principles (as required).

Whether your organization has financial reporting requirements due to a lending relationship or a regulatory requirement (the Department of Labor or the Michigan Attorney General, for example) our firm has an established history of providing quality assurance services to a wide variety of clients encompassing the for-profit, non-profit and benefit/retirement plan sectors. 

For those clients who do not require the level of assurance supplied by a review or audit, we can prepare a compilation. We also have the distinct advantage of offering this basic financial service with a high degree of efficiency at lower hourly rates than comparable firms.

We currently provide, but are not limited to, the following services in this area:

  • Audits
  • Reviews
  • Compilations
  • Agreed-upon procedures
  • Regulatory compliance and reporting
  • Internal office systems and controls assurance
  • Forensic audits and accounting (for due diligence, litigation support, etc.)

Forecasts, Projections and Budgets

In times of economic uncertainty, it is just as important to provide a forward-looking perspective and properly plan for your company’s future as it is to accurately report historical data. The most successful businesses, both local and national, always have an efficient budgeting and forecasting system in place.  We at Metzler Locricchio Serra & Co. P.C. can provide you with consistent and effective ways to plan for your company’s future. The following are just some of the services we can provide in this area:

  • Accounting research and industry benchmarking
  • Analysis of opportunities for growth
  • Analysis of potential acquisitions or analysis and dispositions of segments
  • Creating a budget of expenses and sales forecasting
  • Establishing realistic and attainable financial goals
  • Assisting in strategic planning
  • Providing tax projections and strategies to minimize income taxes
  • Preparing forecasts or projections in support of bank financing or investment capital

Business Valuations

The importance of a comprehensive business valuation can not be overstated. There is a common myth that valuations should only be done when a business owner is ready to sell their business or when it is required by a lender. This is not true, as a business valuation can be a valuable management tool and is absolutely essential when conducting business succession planning and/or gifting. If you do not know what your business is worth, your ability to make informed decisions or conduct effective succession planning is severely hampered.

Whether you are looking to value an entire business or its individual components, Metzler Locricchio Serra & Co. P.C. offers the expertise to provide business valuation services at an affordable cost. Our staff is trained in providing a multitude of valuation services as well as any litigation support services related thereto. Our valuation services include:

  • Corporate valuations for sale or buy-sell agreements
  • Business valuations for restructuring
  • Asset valuations in connection with filing divorce proceedings
  • Closely held stock valuations
  • Fairness opinions
  • Valuation of intangible assets and goodwill
  • Valuation of employee stock options
  • Valuation of covenants not to compete
  • Valuation for gifting and estate planning purposes
  • Valuation of a minority interest

Litigation Support/Expert Witness

In an increasingly litigious society, you want the security and peace of mind of having your financial professionals represent you in the event of dispute. Metzler Locricchio Serra & Co. P.C. provides counsel and support for our clients and their attorneys in a wide range of litigation support scenarios. We can assist you in all phases of litigation, including discovery, deposition, testimony and trial.   
Our professionals frequently participate in legal cases and possess the depth and experience necessary to provide expert witness testimony. Members of our staff have testified in state and federal courts and are recognized as experts by these courts. Too often, accountants lack the ability to translate their findings into language that courts, juries or mediators understand. Metzler Locricchio Serra & Co. P.C. personnel excel at communicating their findings in clear, concise laymen’s terms. In matters involving complex damages, our accounting professionals present well-supported financial records and other analyses on behalf of our clients. We help you clarify and understand important financial matters concerning your case.
We offer litigation support services in the following areas:

  • Dispute mediation and resolution
  • Fraud examinations
  • Expert witness testimony
  • Forensic and investigatory accounting
  • Statements of earnings, net profits, net worth, and net disposable income
  • Matrimonial lifestyle computations
  • Business valuations
  • Damage calculations and reports
  • Lost earnings calculations
  • Examination of opposing expert witness reports and opinions
  • Support during deposition of opposing counsel’s expert witness

Industries & Specialties

  • Construction and Contractors
  • Dealerships
  • Food Service/Restaurants
  • Golf/Country Clubs
  • Professional Service Firms
  • Manufacturing
  • Medical Practices
  • Not-for-Profit Organizations
  • Oil and Gas
  • Real Estate
  • Retailers and Wholesalers
  • Retirement and Employee Benefit Plans
  • Service Industries
  • Technology
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