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Additional Services

Agreed Upon Procedures

Most clients request typical tax or accounting services, however, if you have specific needs required by a potential lender or a regulatory authority, this type of engagement may fit the bill. This nontraditional engagement gives us added flexibility in meeting our client’s needs. Examples include litigation support, investigative reviews, and forensic accounting.

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Bookkeeping Services

Bank Reconciliation Adjusting Journal Entries Electronic Payroll processing Payroll reports Maintaining a computerized accounting system Maintaining accounts receivable and sending monthly statements Preparing accounts payable checks Assisting with setting up automatic payments for recurring vendors Processing customer payments and making bank deposits Tracking bank balances and reconciling monthly bank statements Recording investment activity Recording monthly […]

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Tax Organizer Download

Prepare for your 2019 taxes with our handy tax organizer. You’ll have all of your tax-related information documented in one location so you’re ready for your tax appointment.