Accounting Projects
If You're in the Middle of a Mess, We'll Get You Out of It.
For a variety of reasons, many businesses find themselves in the middle of an accounting mess and need help cleaning up their books and getting a fresh start. Our firm loves this kind of work and embraces the challenge. If you don’t feel confident with your numbers, our accounting firm can help by starting with an exhaustive general ledger and sub ledger review. At this pivotal point in the accounting process, we can pinpoint posting errors and recommend and prepare adjustments to be posted. But we don’t stop there; we’ll work as a trusted advisor and partner to develop new and improved accounting processes and systems that will give you a renewed peace of mind.
We know how stressful it can be to feel like you don’t have control over your bookkeeping. We will work with you to untangle your financial trail and gain confidence in your organization’s financial health. We’re also happy to offer advice on the best path for you to move forward.
ACCOUNTING PROJECTS SERVICES
Scope of Work
- General Ledger Review and preparation of monthly or annual adjusting journal entries
- New Accounting System Design and Set Up
- Accounting Catch Up or Clean-Up for tax preparation or audits
- One-Time Special Projects for management or analysis purposes
What You'll Need to Provide
- Bank and Credit Card Statements
- Access to accounting software or complete ledger
- Access to third party vendors used for sales (POS, merchant sales, bill.com etc.)
- Access to vendor invoices, payables etc.
- Payroll Documents – including payroll reports and monthly, quarterly, and annual tax filings
- State annual reports, personal property filings, business license filings
- Federal and state tax filings
- Corporate documents - FEIN #, articles of incorporation, bylaws, resident agent, list of shareholders, board of directors, members, managers etc.
WHY US?
We Help You Take Back Control Over your Finances
Our firm is committed to providing our clients with personalized care and attention. Service and professionalism are at the forefront of all that we do. More than just clarifying your finances, we build a trusted partnership so that you can regain confidence in your organization’s financial health and focus on your core mission.
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Business Savvy
Along with a thorough understanding of numbers, we have significant knowledge and expertise in how your finances impact your business goals and decisions. We’re able to use numbers to track the health of your business and determine operational adjustments and next steps in order to help your continued success.
Depth of Experience
With over 10 years of experience in accounting for businesses, we’re able to confidently sort through your books and advise you on the best ways to move forward for your unique situation.
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Peace of Mind
We know how stressful it is to be in the middle of an accounting mess with seemingly no way out of it. By hiring us, you can find peace of mind in knowing that we are committed to straightening out your books and giving you a fresh start.
Team of Experts
You’ll have a team of experts helping to navigate your finances and making sure that you have a clear understanding of where you stand and your next steps. Our combined expertise in accounting and business means that you won’t just have one set of eyes on your books; you’ll have multiple.
01
Business Savvy
Along with a thorough understanding of numbers, we have significant knowledge and expertise in how your finances impact your business goals and decisions. We’re able to use numbers to track the health of your business and determine operational adjustments and next steps in order to help your continued success.
02
Experience
With over 10 years of experience in accounting for businesses, we’re able to confidently sort through your books and advise you on the best ways to move forward for your unique situation.
03
Peace of Mind
We know how stressful it is to be in the middle of an accounting mess with seemingly no way out of it. By hiring us, you can find peace of mind in knowing that we are committed to straightening out your books and giving you a fresh start.
04
Team of Experts
You’ll have a team of experts helping to navigate your finances and making sure that you have a clear understanding of where you stand and your next steps. Our combined expertise in accounting and business means that you won’t just have one set of eyes on your books; you’ll have multiple.
WHO WE HELP
Case
Our Accounting Projects service is perfect for you if…
- You're in complete panic mode about your books
- You have inherited a mess and don’t know where to start untangling it
- You don’t have the time or expertise to focus on your books
- You have gotten this far on your own but need professional guidance
- You need a reset on your bookkeeping so that you can move forward with confidence
Organizations
- Small to Medium Sized Businesses
- Nonprofits
- Estates
- Trusts
Industries
- Law Firms
- Legal Consultants
- Restaurants
- Construction Firms
- Interior Designers
- Athletic and Leisure Clubs
- Retail
- Estates
- Trusts
- And more!
We Work With Your Software
Our firm has experience with many different accounting softwares. Our expertise allows us to plug into your systems quickly and efficiently so that we can get started right away. Don’t see your accounting software on the list? Don’t worry. We’re always willing to learn new programs and we’ve done it enough times to know we’ve got your back.
- QuickBooks Online
- QuickBooks Desktop
- Time Matters
- Pro Law
- TimeSlips
- Sage for Construction
- Jonas
- ADP
- Bill.Com
- Expensify
- Clockify
- Harvest
- Printboss
- Toast
- Square
- ProConnect Tax
- Digits
- Counsel Link
- Serengeti Legal Tracker