Consulting & Referrals
Small Business Accounting Assistance

Our staff can assist you with some or all of your financial processes. We provide a cost-effective alternative either to maintaining an internal accounting staff or to hiring additional personnel. You may wish to process day-to day accounting transactions at your office while we handle your reporting and other bookkeeping needs. You may allocate bookkeeping and accounting duties between your staff and our services as desired or outsource all the bookkeeping and accounting tasks to the professionals in our office.

A member of our team will meet with you and your staff to determine your needs and customize a client service package. Whether they are for a one time audit preparation, a year end closing or a continuing monthly engagement for our Bookkeeping Service, we can help.

Our Services Include:

Preparation of Grant and other Compliance Reports
Training
General Business and Management Consulting
Balloting
Preparation of Personal Property Tax Returns
Bill Payment
Preparation of Bank and other Reconciliations
Controllership
Payroll and Payroll Tax Report preparation
Budget Preparation
Accounting/Bookkeeping Systems set-up
Remote Accounting
Financial Statement preparation
Monthly Bookkeeping
Invoicing and Collections
Operational Reviews

Consider an Operational Review

In today's every changing business environment, often times an organization's accounting process and procedures need reviewed and improved. Our Operational Review can help. This review takes a detailed look at your current accounting department or a specific accounting process. We will identify problems and make suggestions to enhance your current processes and operations and recommend new ones. If you are not receiving timely reporting information, or have found that your accounting operations are inefficient, our Operational Review can identify solutions.

You can make your bookkeeping system more efficient, useful and secure!

When you work with us, our team of qualified, dedicated staff is always available to you. Unlike outside accounting and management consulting firms, our local company can work with you much more closely and cost effectively on a day-to-day basis to insure any improvements you wish made, are made and you are not just left with a plan to execute when you have the time (which is almost never). For areas outside our expertise, we will always refer you to competent sources for help.

We can operate as a part of your firm, as a source of financial and accounting skills or general business consulting to help you:

• Maximize your current performance
• Manage the growth of your business
• Identify and enhance your competitive advantage
• Avoid day-to-day administrative hassles
• Keep your management and operational team lean
• Streamline your accounting and record keeping systems

Whether we manage your accounting and bookkeeping functions on an outsourced basis or do defined project work, our goal is to help you generate bottom line results and long-term survival by creating and implementing solutions and providing services that are important to your success.

We would be delighted to meet with you and discuss in more detail how we might provide for your current and future needs, and how to keep your costs to a minimum.

Please call or simply stop by our offices! We'd like to get to know you!

Dave Cottrell