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Project Accounting Services

Here For You When You Need Us

Get your business back on track.

One-time project accounting services projects can elevate businesses into the financial realm of efficiency and increased visibility into accounting workflow and effectiveness. From data review and clean up, tax preparation, financial reporting, migrations, and set-up, our team is here to help take your business to the next level.

Project-based Services

Clean & Actionable Data

To ensure your financial data is complete and accurate, we provide a comprehensive data file review, including analysis, clean-up to locate and correct discrepancies, and errors in your general ledger. We also identify data inconsistencies, and areas for improvement to optimize your company file.

Our team addresses the following areas in data review and clean-up.

  • Chart of Accounts
  • Income and Expense Classifications
  • Duplicate Items
  • Unused Item and Vendor Names
  • Class Tracking
  • Preferences and Security
  • Account Balances
  • Working Trial Balance
  • List Changes – added, deleted, merged or edited elements in:
    • Chart of Accounts
    • Item Lists
    • Fixed Asset Items
    • Payroll Items
    • Customer List
    • Vendor List
  • Accounts Receivable, Accounts Payable and Aging Detail Reports
  • 1099 Account Mappings
  • Inventory Quantity/Values On Hand
  • Payroll Set-up, Payments, Liabilities
  • Employee Default Settings
  • Payroll & Sales Taxes
  • Discrepancies in Bank Reconciliations
  • Missing Checks
Seamlessly Transition Into Tax Season

Year-end tax preparation services to ensure your books and financial records are complete, accurate, and ready to go. We’ll review your accounting files, make any adjustments necessary, and sign-off before making the hand-off to your CPA.

  • Verify accounts have been reconciled and are showing the correct balances
  • Record all outstanding transactions in your QuickBooks
  • Make sure your A/P and A/R are up to date
  • Review your expenses and make sure they are categorized correctly
  • Double check the current mileage reimbursement rate in your QuickBooks
  • Verify all employee information is current and accurate
  • Assist with your 1099 reporting for all independent contractors you have paid
Know the Health of Your Business

QuickBooks gives you the ability to run financial reports with ease, including functionality that allows for full customization and smart reports that your dashboard recalls, right when you need it to.

With our accounting experience and QuickBooks knowledge, we can create specific reports that ease the transition into tax season. Your relationship with your banker, CPA, investors, shareholders, or potential buyers are different from one another, resulting in a variation of required financial information from each party. Our team provides the insight, tools, experience, and QuickBooks expertise that inform efficient and effective reporting to get the right information to the right people.

Empowering Business Success

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