Accounting and Bookkeeping
So you’ve heard of Quickbooks, perhaps you’re capable of using it, but understanding it (and more importantly, benefiting from its usage) eludes you. Fear not, for our team are not only experts but also look forward to educating you on its many uses and benefits. Your business accounting records should not be something you only look at once or twice a year, when you’re scrambling to assemble records for the underwriter or filing your taxes. Your accounting records should be an ever present function of managing your business. This way you can set goals and pathways of reaching such goals in a realistic, real-time setting. The benefits of good accounting records cannot be understated and our team is at the ready to integrate with your business to provide both current and relevant financial data. We offer comprehensive accounting services, including
- Bookkeeping
- Financial Reporting
- Trust Accounting
- related ancillary services
Accurate and complete financial records are necessary for all businesses. We utilize Quickbooks (or any other accounting system preferred by our clients) to enter transactions, reconcile them to bank records and derive financial reports for your business at a frequency of your choosing (monthly, quarterly or annually). Our arrangements vary from client to client, and we can custom tailor our bookkeeping services to your specific needs.
Beyond bookkeeping reports, we can customize financial reports to include a variety of relevant data at your request. We provide a multitude of financial reports to satisfy any need you may have. We also schedule time with our clients to go over the data, pointing out relevant information along the way for constructive and proactive planning.
We offer both trust accounting for probate court and trustee requests. Additionally, we offer 3-way reconciliation trust accounting for attorney escrow accounts (to comply with most state bar association requirements). We specialize in trust accounting and taxation, and therefore have every tool at the ready to assist with these specialized services.
