Accounting and Bookkeeping Services

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An expert CPA is ready to assist you with your accounting and bookkeeping needs.

A full range of accounting and bookkeeping services are offered including compilations of financial information, QuickBooks set up and support, payroll compliance, sales tax, budgeting and more.​

As a full-service accounting firm that caters to businesses of all sizes, it is understood that it’s difficult to make confident decisions without reliable financial information.  Small and mid-sized business owners know the importance of generating and maintaining revenue and most do not have adequate time or resources to keep up with necessary accounting records.  From monthly, quarterly or year-end review and compilation services to a fully outsourced bookkeeping service, a solution is available to meet your needs.

Compilation Services

Compilations are sufficient for most small businesses and banks often require compilations from an independent CPA to fulfill lending covenants. Compilation services provide businesses an elevated level of monthly, quarterly or year-end financial statements. Upon compiling the financial statements, a CPA is obliged to read them and consider whether they are appropriate in form and free from obvious material errors. A standard CPA report is then issued stating the financial statements were compiled, but because they were not audited or reviewed, no opinion is expressed.

Monthly, Quarterly, Year-End Review

  • Assist with closing the period accounting records
  • Record period end adjustments (depreciation, investment adustments, accruals, etc.)
  • Review transaction activity for the period
  • Assist clean up of general ledger accounting records
  • Prepare period financial statements

Payroll Services

  • Live or after-the-fact payroll
  • Quarterly/Monthly federal and state payroll tax compliance filings
  • Direct deposit services
  • Annual W-2/W-3 filings
  • Annual Form 1099 filings

Bookkeeping Services

  • Record and reconcile bank transactions, credit card and investment activity
  • Maintain accounts receivable and accounts payable
  • Payroll processing
  • Maintain asset depreciation and amortization
  • Provide budgets and forecasts
  • Financial statement preparation and planning

Other Accounting and Bookkeeping Services

  • QuickBooks assistance
  • Sales tax reporting
  • Business entity selection and formation
  • Custom financial and investment report generation
  • Non-business or personal financial accounting and bill pay