SERVICES

We proudly provide the following services:

• Clean up historic accounting and financial records: gather, reconcile, and organize information from previous bank statements and tax returns, if necessary, to produce a set of books whose Balance Sheet ties to supporting documents, and whose Income Statement items are uniformly coded correctly going forward
• Structure accounting processes and systems to improve efficiency and deliver timely financial information
• Work directly with clients’ other professional associates, including bankers, brokers, and CPAs, communicating clients’ needs and coordinating client-requested activity; also organize and gather information required for annual tax compliance
• “Corporate accounting” services, whether for a business or a high net worth individual client, including accounts payable, accounts receivable, cash management, monthly reconciliations, and financial statement preparation
• Accounting software setup and conversion
• Payroll accounting and payroll tax compliance
• Sales tax reporting and compliance
• Personal Property tax reporting and compliance
• Assist clients in understanding accounting processes and concepts, including how to make sense of financial statements
• Document detailed policies and procedures that meet current client needs and anticipate future growth