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Accounting Services

Keeping track of where you are.

Accounting Services

Most Bookkeeping/Accounting Services simply enter the data they receive.  We review every entry, as we make them, for accuracy, reasonableness, classification, incompleteness and potential tax consequences. This approach and the subsequent savings frequently make our services virtually free.

Many of the items listed below are performed on a monthly or quarterly basis. This facilitates both the opportunity to make needed operational adjustments sooner and tax planning.

Bookkeeping and Accounting Services:

  • Data Entry
  • Bank Account Reconciliation
  • Partial and Full Charge Bookkeeping
  • Preparation of Financial Reports
  • Analysis of Financial Performance with Recommendations
  • Loan Package Preparation including Pro Forma Financial Statements

Accounting Systems:

  • Software Selection, Installation and Training
  • Custom Chart of Accounts Development
  • Merchant Account Selection and Setup

NOTE: I have been a Certified QuickBooks ProAdvisor for a number of years.

If you would like additional information or have a question, please complete the form below.

Tom Wilkerson, CPA
Odessa, TX
 
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