Industries

Automotive/Dealerships

Since its inception in 1981, AgeeFisherBarrett, LLC has expanded its base of automobile clients throughout the Southeast. This has enabled the firm to develop a wide range of specialized accounting and consulting services for the automotive client.

We help the automotive dealer identify problems and work closely with the specific dealer to develop solutions and recommendations that are accurate and productive.

Specialized services developed exclusively for automotive clients include the following:

Internal control:

  • System analysis and documentation
  • Quarterly/periodic reviews to monitor compliance with controls

Specialized tax services:

  • Last-in, first-out (LIFO) inventory valuation
  • Extended warranty programs, captive insurance programs, leasing analysis, estate valuation and planning, sales tax reporting, representation before the Internal Revenue Service

Acquisitions - sales or mergers:

  • Assistance in negotiations
  • Tax and business structure
  • Loan acquisitions, floor plan, real estate, working capital
  • Franchise applications and structure
  • Business plan

Operational:

  • Business succession plans
  • Trend analysis
  • Forecast and budgets
  • Comparison to select industry guide
  • Computer selection design implementation
  • Comptroller training

Construction and Real Estate Services

At AgeeFisherBarrett, LLC, our real estate and construction team offers a full range assurance, business, tax planning and consulting services tailored to fit the needs of the real estate and construction industry. The CPA’s and consultants in this department specialize in the real estate and construction industry, and therefore are always on the cutting edge of changes that are occurring within the industry. We are committed to being proactive advisors, which allows our clients to take full advantage of those changes.

We are recognized for assisting clients in the pursuit of optimal company performance. During these two decades we have developed a thorough understanding of the highly competitive and demanding concerns of project management, state and local regulations, bonding and surety relationships, tax compliance, job cost estimation and accumulation and percentage-of-completion accounting. Our proven track record in the construction industry allows us to provide sound advice and innovative consultation to our construction clients, helping those accomplish company goals and achieve excellence.

  • Audit and Tax compliance and planning
  • Licensing requirements
  • Bonding/surety related services
  • Credit lines and lending
  • Job cost control
  • Strategic planning
  • Computer and software analysis
  • Start-up needs
  • Residential, including both conventional and government assisted
  • Commercial builders and developers
  • Property management firms
  • Brokerage firms
  • General and sub-contractors

Employee Benefit Plan Services

At AgeeFisherBarrett, LLC, our benefit plan services group has been performing benefit plan audits for over 15 years for companies representing all industries and sizes. All types of benefit plans fall within the scope of our audit services, including 401(k), pension, profit-sharing, deferred compensation, and health and welfare plans. The professionals at AgeeFisherBarrett, LLC are dedicated to providing a quality audit in an efficient manner. All benefit plan audits are properly staffed with experienced professionals well versed in ERISA requirements. These same professionals continue to work on your account each year to prevent you from having to “retrain” new staff members unfamiliar with your plan. As a result, strong working relationships develop between our clients and staff members.

Many times, the most difficult part of a benefit plan audit is coordinating duties with the plan administrator, attorneys and custodians. Our skilled professionals enjoy working with these people and take a proactive approach to coordinating the audit process which results in an efficient and cost-effective audit.

In addition to audit services, AgeeFisherBarrett’s benefit plan team consists of highly skilled professionals specializing in bookkeeping, tax, and compliance specifically for benefit plans. These professionals stay abreast of the ever-changing compliance issues in order to help our clients comply with the complex legal and regulatory requirements of their benefit plans. Our tax professionals will ensure annual 5500 filings are properly prepared and filed timely. In addition, our benefit plan team will assist you during any Internal Revenue Service or Department of Labor audits.

We welcome the opportunity to discuss with you the above services and how AgeeFisherBarrett can assist you with your benefit plan questions and concerns.

Financial

The finance industry encompasses a broad range of organizations including Private Equity Groups, Broker Dealers, Registered Investment Advisors, Real Estate & Hedge Fund Managers. AgeeFisherBarrett, LLC has in-depth experience in this industry and understands the challenges that these organizations face.

With changing regulations, it is imperative to rely upon the expertise of professionals who have thorough knowledge and insight of the intricacies of this regulatory operating environment. Particularly in times of economic recovery, these businesses must stay ahead of the game and identify opportunities to effectively position capital. Sound tax, audit and financial guidance is imperative.

AgeeFisherBarrett, LLC offers a full range of services to the financial products and markets industry. We have various investment clients nationally and internationally and have a clear understanding of all transactions involved within this industry.

Services we provide:

  • Accounting and Bookkeeping
  • Audited, Reviewed or Compiled Financial Statements
  • Tax Planning, Compliance, Structuring, Preparation
  • Consulting Services
  • Risk Management
  • Effective Implementation of Internal Controls

Hedge Fund Services

AgeeFisherBarrett, LLC offers Hedge Fund Accounting Services to fit your needs allowing you to focus your attention to the operations of your business.

For most of our clients, Fund Accounting Services includes the following:

  • Maintain the books and records of the Fund:
    • Journals containing an itemized daily record in detail of all purchases and sales of securities, all receipts and disbursements of cash and all other debits and credits, as required;
    • General and auxiliary ledgers reflecting all asset, liability, reserve, capital, income and expense accounts as required;
    • A monthly trial balance of all ledger accounts as required.
  • Monthly pricing of all portfolio securities using securities valuations or other methods as may be approved by the Fund from time to time.
  • Monthly posting of all income and expense accruals and reconciliation of general ledger balances and total shares outstanding.
  • Computation of the monthly net asset value as of the close of business on the last day of each month (See Exhibit A: Net Asset Value Calculations).
  • Reporting of the monthly net asset value and distributions to the Transfer Agent, the Fund, the Manager, and others as requested.
  • Calculation of dividends and capital gain distributions.
  • Maintain historical records of all Fund net asset values and dividend distributions.
  • Assist with yearend audit and correspond with independent accountants.

Insurance Industry Services

At AgeeFisherBarrett, LLC, our insurance team offers a full range of assurance, tax planning and compliance, regulatory compliance, and consulting services tailored to fit the needs of the insurance and insurance brokerage industry. The CPA’s and consultants in this department specialize in the insurance industry, and therefore are always on the cutting edge of changes that are occurring within the industry. We are committed to being proactive advisors, which allows our clients to take full advantage of those changes.

We are recognized for assisting clients in the pursuit of optimal company performance. We have developed a thorough understanding of the highly competitive and demanding concerns of accounting and assurance, industry specific laws and regulations, tax planning and compliance, and regulatory compliance. Our proven track record in the insurance industry allows us to provide sound advice and innovative consultation to our insurance clients, helping those accomplish company goals and achieve excellence.

Services provided for insurance clients include:

Accounting and Auditing

  • Cost effective audit including related counsel on financial, operating and administrative issues
  • Statutory audits (P&C, Life and Health)
  • Risk assessment
  • Evaluation of operating, internal controls, and financial results
  • Loss reserve analysis
  • Claims Department analysis
  • Statutory bookkeeping services including monthly statutory investment adjustments
  • Monthly income tax provision calculation and adjustments
  • Compliance with laws and regulation

Tax Consulting

  • Income tax preparation and consulting
  • Tax compliance services
  • Tax planning
  • Tax reserve consulting on Property & Casualty and Health Insurance Companies
  • Merger and acquisition consulting
  • Research and development credit
  • Transfer pricing

Regulatory Services

  • Annual and Quarterly statement preparation and review
  • Premium tax returns preparation (all states)
  • Guidance regarding Model Audit Rule adoption and compliance
  • Compliance with the Federal Health Care Affordability Act including Medical Loss Ratio guidance (Health)
  • Statutory compliance guidance including Form D, Form B and C filings
  • Insurance Department Liaison and Representation
  • Reinsurance treaty review
  • Risk-based capital analysis and planning

Management Consulting

  • Analysis of risk transfer
  • Reinsurance program design
  • Investment analysis
  • Analysis of mergers and acquisition candidates and related due diligence
  • Financial reporting: Analysis of transactions and products on GAAP, statutory financial results and tax consequences

Regulatory Examination Services

In addition to providing compliance services for our insurance clients, our team of insurance specialists performs regulatory examination services on behalf of various Departments of Insurance in the United States. Services provided to Departments of Insurance include:

  • Financial examinations
  • Market Conduct examinations
  • Reinsurance review
  • ITPQ testing and analysis
  • Receivership support
  • Investment portfolio expertise
  • Special projects

Industry Affiliations

  • American Institute for Chartered Property Casualty Underwriters
  • Insurance Institute of America
  • Insurance Accounting & Systems Association
  • American Institute of Certified Public Accounts
  • Georgia Society of Certified Public Accountants
  • National Association of Insurance Commissioners
  • Society of Financial Examiners

At AgeeFisherBarrett, LLC, we believe our integrated approach delivers the best from our professionals providing you with profitable advice to minimize your costs and increase your revenues.

Life Settlement Services

What Is A Life Settlement?

A Life Settlement transaction, also referred to as a Senior Life Settlement, is the sale of an existing life insurance policy for more than the cash surrender value of the policy but less than the net death benefit. The third party, generally a Life Settlement agent, takes ownership of the policy responsible for maintaining the premium and upon death of the insured (the insured from whom the policy was purchased) receives the death benefit.

Life Settlements provide a means for policy holders to draw on the benefits of their life insurance before the time of death. Life Settlements can help provide financial independence, cash for future investments, gifts to family members, assistance paying bills and funds for retirement or continuing care. A Life Settlement also allows the policy holder to purchase a new policy with lowered annual premiums.

How do I get Started?

AgeeFisherBarrett, LLC can help guide you through the process.

Contact us for more information or to speak with one of our CPA’s regarding Life Settlements.

Manufacturing and Distribution

AgeeFisherBarrett, LLC has been servicing manufacturing and distribution companies since 1981. We are a forward thinking accounting, tax and business advisory firm. We serve national and international manufacturing companies of all types and sizes.

Services we provide:

  • Accounting and Bookkeeping
  • Audited, Reviewed or Compiled Financial Statements
  • Budgets and Forecasts
  • Cash Flow Management and Analysis
  • Inventory Management
  • Tax Planning, Compliance, Structuring, Preparation
  • Consulting Services
  • Cost Segregation Studies

Not-for-Profit Organizations

At AgeeFisherBarrett, LLC we have experience serving a wide range of not-for-profits including religious, educational, technology, cultural and arts organizations. We believe in and support the invaluable services that not-for-profit organizations provide the community. We understand the constant struggle to raise enough money to finance your efforts and can offer solid experience to help overcome the obstacles you face every day.

By making sure we are promptly informed of significant new developments in accounting rules, tax laws and other business changes, we can help clients assess the potential impact of such developments on their particular organizations and provide strategic, long-term guidance.

Services we provide:

  • Attestation services including audits, reviews and compilations
  • Assist with establishing realistic budgets that guide decision making
  • Design of accounting procedures to provide accurate tracking of revenue and expenses by program
  • Monthly financial statement preparation
  • Efficiency reviews of financial operations
  • Bookkeeping training and instruction
  • Recruiting and training of key financial personnel
  • Tax services

Professional Services

A sector of the economy that has seen significant rapid growth is the professional services industry. Simply defined as an industry that provides services rather than goods, it is not limited to individuals holding professional licenses, but encompasses those services that require a high degree of expertise and training. It includes architectural, engineering, and special design services; legal advice and representation; computer design and implementation; financial planning; consulting; advertising; and other professional services.

AgeeFisherBarrett, LLC understands firsthand the needs and challenges facing this industry. Whether you need complete and timely financial records to ensure that your business operations will run more efficiently, or you are looking for constructive tax planning that can reduce your overall tax burden, we can help. Our firm has a dedicated professional services team that offers critical knowledge and insight that can assist with strategic planning so that you can proactively manage your firm in today’s market.

Our services include:

  • All tax return preparation services including corporate, partnership, multi-state, individual, estate, sole proprietors
  • Tax planning
  • Identifying the most advantageous form of professional practice (proprietorship, corporation, partnership, or limited liability company)
  • Customized monthly, quarterly, or annual financial reports
  • Cash management strategies
  • Assurance and attestation services
  • Compensation planning, including retirement plans
  • Buy-sell agreements
  • Consulting to help you increase the value of your company
  • Succession planning
  • Sale of your business / mergers and acquisitions
  • Business valuations
  • Personal financial planning services such as tax reduction, education funding, and retirement planning

Restaurant and Hospitality

AgeeFisherBarrett has been serving the restaurant and hospitality industry for over 30 years. Our firm offers accounting, audit, tax and consulting services to restaurants, hotels, country clubs and resorts. Our clients include developers, management companies, club members, corporations, financial institutions and independent owners involved with hospitality projects.

Services we provide:

  • Accounting and Bookkeeping
  • Budgets and Forecasts
  • Cash Flow Analysis
  • Audited, Reviewed or Compiled Financial Statements
  • Tax Planning, Compliance, Structuring, Preparation
  • Consulting Services
  • Cost Segregation Studies for various types of properties in the restaurant and hospitality industry.

Technology

AgeeFisherBarrett, LLC is dedicated to the technology industry. We understand the special innovative spirit that is unique to the industry. This deep understanding of technology companies and our specialized technical expertise enables us to provide an extra level of critical support to our technology clients.

Whether you are a software, hardware, or IT services company, we work as a team to help you achieve your goals. Our technology clients rely on us to help them:

  • Establish credibility to close venture capital-backed deals
  • Conduct due diligence on acquisitions
  • Take steps to increase profitability or competitiveness
  • Plan long-term growth

We stay actively involved in the technology industry, volunteering our time, ideas, and talent. We keep ourselves apprised of issues and trends, while making valuable connections to benefit our clients. We do our tax research and development in-house, allowing us to personally dig into the issues for you and eliminate wasted time. The information we gather and people we meet continually build on our knowledge and understanding of the technology industry and increase the value we bring to clients.

Given the pace and complexity of this industry, you need the support of people knowledgeable in a number of disciplines, as well as those with technology expertise. Our Technology Practice Area comprises our Tax, Audit, Business Advisory, and other practice areas, and you will have access to all our resources whenever specialized expertise is needed. And, we can tap into experts from our professional network who also serve your industry, including attorneys, bankers, investment bankers, and other operational and financial service providers.

Specialized Services and Expertise

  • Revenue Recognition
  • Research and Development Credits
  • Valuation of Intangible Assets
  • Internal Revenue Code (IRC) Section 382 Studies
  • Accounting Standard Codification (ASC 740)
  • Service Organization Reports (SSAE16/SAS70)
  • State and Local Tax
  • Nexus Filings
  • Incentive Credits