Accounting

Accounting and controllership services tailored to clients’ needs

Our accounting services include bookkeeping, financial reporting, and controllership services 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.

Bookkeeping Services

Our bookkeeping services include:

• Accounts payable
• Accounts receivable
• Payroll processing
• Financial reporting and statements: monthly accounting write-up, monthly accruals
• Bureau of Workers’ Compensation true-up reports
• Complete and file sales and use tax returns
• Complete and file payroll tax returns (1099s and W-2s)
• QuickBooks set-up and support
• Special projects as needed

Controllership Services

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