Affluent Financial Services LLC

Our Services

Services are delivered by a diverse and seasoned professional staff. The depth and breadth of AFS staff enables our firm to offer expert services and comprehensive solutions to every client engagement. Our highly knowledgeable and experienced professional staff, working in a paperless environment, enables us to maximize efficiency and provide quality services. We customize each engagement to client specific needs, operating processes, internal control environment, risk assessments and specific expectations. We provide qualified staff, technology resources and best practice business processes to support your business. Our core services - whether it's auditing, accounting, tax preparation, business management, internal control review or consulting - deliver results. Another hallmark of the AFS difference is the hands-on approach and significant involvement of the firm's Partners and managers. 

We provide qualified staff, technology resources and best practice business processes to support your business and provide services in areas such as:
  • Audit under US Generally Accepted Accounting Principles 
  • Audit under International Financial Reporting Standards (IFRS) Checklist - Blue
  • Audit under OMB Circular A-133
  • Audit under ERISA - Benefit plan audit
  • Compilations and Reviews
  • Review of Internal controls
  • Preparation of tax returns;
  • Financial accounting services
  • Accounting information analysis and design
  • Processing and analysis of accounts receivables and collection
  • Processing of accounts payable and vendor management
  • Preparation of financial statements, periodical reports, including group consolidations
  • Transaction processing
  • Staff training, and
  • Developing and documenting financial policies and procedures.

Audit and Assurance

Audit of Financial Statements

An audit provides the highest level of assurance to stockholders, creditors, investors and other stakeholders in an organization, that the financial statements accurately represent the true and fair financial position and operations of an organization.

Review of Financial Statements

We provide review opinion on financial statements

Internal Audit

We provide evaluation services of your organization's operations to determine if appropriate controls are in place to ensure proper handling of resources and to protect your organization from fraudulent activities.

Accounting Services

Compilation of Financial Statements

Monthly, quarterly and year-end Balance sheet and Operating Statements are prepared accurately and timely for a broad range of corporate clients.

Outsourced Accounting Services

Complete bookkeeping services for businesses and corporations.

Payroll Services

Total payroll services for small business clients.

Tax Preparation Services

Tax Services

A variety of individual, business and corporate tax returns are prepared each year.

Tax Planning

Long term, annual and mid-year tax planning and tax forecasting services.

Other Services

Agreed-upon Procedures

We perform various agreed upon procedures as requested by clients.

Other Services

We provide various other professional services.

Business Valuations

Establishing the proper value of a small business.