Comprehensive Client Services Tailored to Your Needs

For many small and medium-sized businesses, having an accounting department is not consistent with their goals and objectives or needs. For such businesses, having a CPA firm such as ours provide that service to them frees them up to focus on what they do best. In many such instances, this means that we do their accounting for them on an after-the-fact basis using computers in our office. It generally includes providing periodic compiled financial statements and preparing the underlying accounting detail. As computers and software continue to proliferate, more of our clients are bringing certain aspects of their accounting "in house.". For those clients, we use a combination of services to continue to provide them with the routine accounting assistance they need. Frequently we are able to review their data from our own offices using remote access and online software can offer advice without regard to the client's location. In other instances, we will go to the client's location and go over matters with them there.

CPA firms are required to undergo a peer review by an independent CPA every three years and file the results with the State Board of Accountancy. Mike Waters, who currently serves on the TSCPA Peer Review Committee, has met the qualifications to serve as a Team Captain in performing Peer Reviews on other firms. In the last five years, he has served as team captain on over a dozen reviews. Gil Vollmering also serves as a review captain on engagement reviews as well as a team member on system reviews. Gil performs about 15-20 engagement reviews annually.

During the past decade, many advances have been made in the power and usefulness of commercially available off-the-shelf accounting software. Problems with the installation and usefulness of these products have led many clients to seek our help. Carey Adams, Cynthia Beavers, and Gil Vollmering have experience with several software packages such as Business Works, QuickBooks, desktop and online, and Peachtree. They have assisted a number of clients with such installations and have provided ongoing accounting support.

Many clients enjoy having someone with whom they can discuss a wide range of business issues that go beyond the topics of tax and accounting. As a result of our experience, we have provided input on topics ranging from forecasting and budgeting to the buying and selling of businesses. Engagements in this area are generally unique to the client requesting the assistance.

In the past several years, businesses have looked for ways to leverage their own time and talents by outsourcing some functions traditionally done in-house. One option is to outsource much of the accounting department, including functions such as entering invoices and payments and running reports, etc. Oftentimes, outsourcing is combined with our client accounting services.