May 5, 2018

Accounting & Bookkeeping Services

Not everyone is an accountant.  That is ok.  You don’t have to be to run a successful business.  However, you do need to make sure you are getting the information you need to make important business decisions throughout the year, not after the fact when having your taxes done or when your outside accounting firm comes in to do a compilation, review or audit.  We can help by providing accounting services throughout the year that will give you the timely information you need.

Accounting Clean Up Services

Have your accounting records gotten a little unorganized?  Not sure how to go about cleaning them up?  We specialize in getting organizations’ accounting back on track.  This is how we would go about helping your organization.

  • Understand your business
  • Review your chart of accounts
  • Analyze common types of transactions
  • Assess your accounts and current balances starting with the most important – Cash
  • Review reconciliations and bring them up to date
  • Maximize internal controls using existing resources
  • Recommend structural changes to your accounting system
  • Propose adjusting entries to correct account balances
  • Train staff on how to properly account for transactions

Accounting & Bookkeeping Services

There are a lot of way we can help you with your accounting.  There is no single solution.  We will work with you to figure out what your organization needs.  Some possibilities are included below.

Outsourced, Co-Sourced or Temporary Accounting Solutions

We can provide various levels of accounting support to meet your needs.  Having a strong accounting solution lets you to focus on your business.  This solution is ideal for small to mid-sized organizations.  Some benefits of  our assistance may include:

  • Better cash flow (get bills out and money in quicker)
  • Enhanced compliance (payroll filings, estimated tax payments, other compliance matters)
  • Timely reporting (daily, weekly, monthly, annually know if you are making money)
  • More control (you will not be relying on one or a couple of people)

Cash Management

Cash is king.  It is that simple.  Let us help you enhance your cash flow by managing your order to cash and procure to pay business processes.

  • Accounts Receivable (get paid quicker)
  • Accounts Payable (recognize discounts and avoid late payment fees)

Interim Financial Statements and Analysis

Are you waiting until the end of the year for reliable financial information?  The problem is that by the end of the year, the financial information is old news.  You need accurate up to date financial information throughout the year to make informed decisions.  Not only do you need accurate timely financial information but you also need up to date operational information or key performance indicators so you know where your business is going.  We can help you stay informed on how your organization is doing.

Fixed Asset Management

Are you tracking your fixed assets or is that something your current accounting firm does once a year when they do your taxes?  We can help you manage fixed assets throughout the year and help you better understand how you can manage your tax liabilities through what you purchase and when.


We can help with QuickBooks either onsite or remotely.  Our services include:

  • Initial setup
  • Customization of QuickBooks to meet the needs of your organization
  • Ongoing support and troubleshooting
  • File cleanup
  • Training

Having trouble setting up your payroll?  Not getting the reports you are looking for?  We can help!

Audit Preparation

Are you getting ready for an audit but your accounting records are incomplete or perhaps you have a backlog of reconciliations?  We can help your organization get ready for an audit.  This will help you save a lot of money in audit fees.  Did you know that the CPA firm performing your audit can’t help you get your accounting records in order for the audit. Independence is required to perform an audit and helping you get your accounting records in order would violate that fundamental professional requirement.


Accounting & Tax Planning / Preparation

Accurate accounting throughout the year will benefit your decision making and so much more.  However, another benefit is that it allows more accurate tax planning and fewer surprises come tax time.  If tax time is a nightmare getting everything together plus the uncertainty, we can help.

We can put together a program where we assist you once a month to get your accounting in order and tie your numbers directly into our tax preparation services.  This will allow us to do more planning to reduce your tax bill.  See our tax services.


We can help you succeed.  Contact us today.