Murphy, Miller & Baglieri, LLP


Accounting & Assurance

At MM&B we understand that your most effective business tool is your financial statement. Today, more than ever, your audit must be conducted effectively to help you stay compliant, manage risk and maximize your bottom line. That’s why our audit begins with intensive planning. We start by meeting with you, our client prior to conducting any fieldwork to highlight issues such as changes in your business, regulatory and economic developments, strategic objectives, trends in the marketplace and their impact on employees, competitors, customers, and suppliers.

Once our audit planning is completed our engagement begins. Our staff apply the latest technologies and techniques to our fieldwork. This allows us to complete the audit process with minimal interruption to your flow of business allowing you and your staff to stay focused on your operations.

Audits, Reviews and Compilations

Proper financial reporting is an essential element of successfully managing your business. As a cornerstone service, MM&B will prepare your audit, review or compilation financial statement in accordance with Generally Accepted Accounting Principles (GAAP). This planning is the key to successful financial statement preparation. The MM&B Audit and Assurance team will take the time to know your business and develop a clear insight into your operations, so that we are able to ensure complete, accurate and timely financial statements.
Back to Top

Benefits Plan Audits

MM&B’s assurance team applies the highest quality standards in auditing to all types of employee benefit plans that fall under the Employee Retirement Income Security Act (ERISA). We make it our mission to keep current with government-imposed rules and regulations in order to identify issues and exposures.

MM&B specializes in audits of all types of Employee Benefit Plans including:

  • 401(K) Plans
  • 403 (b) and 401 (a) plans
  • Defined Benefit Plans
  • Defined Contribution Plans
  • Employee Stock Option Plans (ESOP)
  • Health and Welfare Benefit Plans
  • Profit-Sharing Plans
  • Plans requiring 11K SEC filings
  • SSAE 16 Audits

Back to Top

Private Accounting

MM&B provides a full spectrum of private accounting needs including:

  • Contemporaneous bill paying and cash receipt recording by processing daily, weekly or monthly activity
  • General ledger maintenance for family financial activity
  • Monthly reconciliations of bank account and other subsidiary data
  • Monthly (or other interim periodical) financial reporting
  • Investment Accounting
  • Family budgeting
  • Coordination with other professionals
  • Development of internal controls to facilitate proper safeguards over personal assets
  • Data storage and maintenance (paperless)

Tax compliance and planning services:

  • Provide essential ongoing tax planning services focused on attaining a tax efficient strategy
  • Tax preparation and related compliance for personal taxes
  • Household employee compliance for payroll taxes and other compliance services
  • Coordination with estate and trust professionals

For more information on Private Accounting services, contact Steve Miller at 201-612-0015

Back to Top