Accounting Services
From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Sum-it CPA's accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, financial planning, sales tax/use tax, pass-through entity tax, general ledger, financial statement preparation, cash flow budgeting, forecasting, cost-containment and entity selection. We can set up financial reports for your view to streamline your business and save your valuable time. These reports are important tools that can guide your business in making financial decisions, planning, and evaluating performance.
Compilations & Financial Statements
Sum-it CPA's financial statement services comprise two levels of assurance depending on your company's needs:
- Reviews provide limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis.
- Compilations are usually requested for internal purposes and are based upon information provided by a company's management. They do not offer assurance but may involve some adjustment to accounting records.
Entity Selection
Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, Sum-it CPA's can advise you on choosing an entity type. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.
QuickBooks Accounting Help and Assistance
We don't just help you use the software, we help you use it more efficiently and more effectively.
Sum-it CPA's offers the following solutions to help meet your QuickBooks needs:
Installation- We install QuickBooks on your stand alone computer or in a network environment, in either single- or multi-user mode.
Setup- We assist new QuickBooks users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.
Support- Our QuickBooks support service can assist you with any installation, setup or operation assistance you might need. In addition, our support is not limited just to the software part of it, but we can also provide accounting and payroll assistance.
Review- Our QuickBooks review service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to review your transactions, accounts and reports. This review ensures that you receive timely, relevant and reliable financial information. We also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business