Services

If you’re looking for a service which isn’t listed below, please contact us.

Let us help your accounting department get ready for your annual audit by:


  • Preparing auditor requested schedules
  • Reconciling your trial balance to supporting documentation
  • Reviewing your general ledger for coding consistency
  • Assisting with the preparation of your internal financial statements
  • Helping to develop appropriate internal controls

Let us assist your accounting staff by:


  • Preparing or reviewing your:
  •     Bank reconciliations
  •     Trial balance
  •     Supporting schedules
  •     Payroll returns
  •     Internal financial statements
  • Cleaning up your existing accounting records and systems
  • Maintaining your fixed assets schedules
  • Assisting in whatever needs you have

We provide all levels of bookkeeping services. We can:

 

  • Help you select and implement a new accounting system
  • Assist you in developing and implementing accounting procedures and best practices
  • Assist your staff with accounting issues
  • Train your staff on your accounting system
  • Provide full-service accounting for your firm
  • Perform special services as needed

We can provide customized, in-house training for all levels of your accounting personnel and management staff, on:

 

  • QuickBooks
  • Sage 50 (formerly PeachTree)
  • Proprietary systems
  • Reviewing entries for reasonableness
  • Proper coding of entries
  • All other phases of the bookkeeping process, as needed

Our experience working Unions, and especially with DOL’s Form LM-2, gives us the necessary experience to accommodate the unique needs of Unions in the following areas:

 

  • Setting up your accounting system to facilitate the proper coding needed for the LM-2 forms
  • Training for your officers to properly oversee the accounting process

Our tax preparation expertise covers:

 

  • Federal and state personal income tax returns
  • State and county personal property returns
  • Federal and state S-Corporation returns
  • Federal and state C-Corporation returns
  • Federal and state Partnership returns
  • Federal and state LLC and LLP returns

 

 

 

 

Services