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Client Accounting Services

Financial statement, payroll and sales tax return preparation for small to medium-sized businesses.

Key Benefits

• Financial statements help you manage your business and show how your business is doing
• Current financial statements assist with business and tax planning
• Save the owner's time needed to learn and perform the accounting duties
• Timely accounting services help prevent late filing and failure to file penalties

Capabilities

Outsourcing

We can invoice your customers, maintain your accounts receivable and accounts payable, write your checks when bills are due (you still sign them), and compile a regular financial statement to use in evaluating your business' progress.

Bookkeeping

Your check stubs, bank statements and other information is summarized into standard financial statements and sales tax and payroll tax returns are prepared.

Compilations

Sometimes lenders or others need CPA prepared financial statements.  A compilation is the most common format requested.  In a compilation, we prepare financial statements based upon information you supply.  We may ask for clarification of certain items and may propose adjustments to your accounting records.  However a compilation is not an audit or review and accordingly, we cannot express an opinion or any other form of assurance on them.

Reviews

A review includes the services provided in a compilation but also includes additional inquiries of Company personnel and analytical procedures applied to financial data. It is substantially less in scope than an audit and therefore, we state that we are not aware of any material modifications that should be made to the accompanying financial statements in order for them to be in conformity with the applicable basis of accounting.

Sales and payroll tax returns

We can prepare your monthly and quarterly returns for the county, state and federal governments.