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Accounting & Financial Consulting

 

  • Accounting & Bookkeeping Services
  • Bill Pay
  • Accounting System Setup and Support
  • Pension Plan Design
  • Review & Compilations
  • Financial Statements (Personal and Business)
  • General Ledger and financial statement preparation
  • Financial Forecasts & Projections

Accounting & Bookkeeping Services – We help clients prepare internally prepared Financial Statements, Adjusting Journal Entries and General Ledgers. We provide assistance with depreciation, amortization, and fixed asset schedules. We help clients generate monthly, quarterly, or annual financial statements, including other reports such as accounts payable, accounts receivable, and bank account reconciliations.

Accounting System Setup and Support – With today’s software, such as QuickBooks and Peachtree, a business owner should expect readily available & current financial information. We help clients install and set-up the appropriate software and offer instructional support to meet their needs. We can either come to your office location or provide instant access via our servers to adjust your system and reconcile any outstanding issues. Our clients typically print their own monthly, quarterly, annual financial statements directly from the accounting system selected.

Pension Plan Design – We assist business owners by analyzing the landscape to make prudent decisions on the most appropriate pension plan to implement. By calculating various options with census data, we advise clients on whether their current plan is the most advantageous for the small business owner. Often times, an existing plan can be dramatically improved to increase tax deductions for the owners and key-management.