Accounting

Accounting and controllership services tailored to clients’ needs

Our accounting services include bookkeeping and financial reporting for privately-held businesses in a variety of industries.

We help business clients create financial statements, including trial balances and calculations for depreciation. All accounting and bookkeeping forms are prepared accurately and in compliance with the necessary regulatory bodies.

Our bookkeeping services include:

• QuickBooks set-up and support
• Accounts payable
• Accounts receivable
• Payroll processing
• Financial reporting
• Sales and use tax returns
• Payroll tax returns (1099s and W-2s)
• On-site controller
• Tax planning

Our controllership services are tailored to each client's needs and can range from oversight and management of an existing accounting department to fulfilling an entire accounting function. We also provide controllership services for high-net-worth clients who require oversight of personal and business investments. 

Our controllership services include:

• Analyzing data flow
• Establishing accounting procedures
• Cash management
• Financial reporting
• Business planning
• Tax planning
• Budgeting and forecasting
• Accounts receivable
• Accounts payable
• Inventory management
• Lending procurement
• Credit line management