Accounting Services
- Bookkeeping services - Save money, time and increase the quality of your financial reporting with our in-house bookkeeping services. For a fraction of the cost of an employee we will enter your transactions for the month and prepare a financial statement to identify how your business is performing. This includes a bank reconciliation, balance sheet, income statement, general ledger and year to date analysis of your business.
- Accounting services - Need an in-house bookkeeper but not the tremendous expense it takes for an internal CPA? For a fraction on this cost we will take your QuickBooks™, Peachtree, Business Works or other accounting data file, analyze your activity, prepare any necessary adjustments and prepare a financial statement to identify how your business is performing. » learn more
- On-Site accounting services - Need us to come on-site and provide assistance and make corrections to your accounting records?
We will come on-site and perform monthly accounting services, analyze your general ledger and make adjustments, reconcile your bank account and prepare financial statements and analysis for you.
QuickBooks™ services
We are certified QuickBooks™ Professional Advisors and are here to assist you.
We have experience assisting businesses:
- Set up QuickBooks™ correctly the first time and fix problems with existing systems. We work with physicians with multi-million dollar practices, construction companies with over 10 million dollars in sales, and all types of other companies in QuickBooks and are qualified to assist you.
- Train you how to use QuickBooks™ – one-on-one to meet your individual needs. We cover bank reconciliation, inventory, job costing, accounts receivables, accounts payable, items, setting up income categories, expense allocations to financial reporting; whatever assistance you need to use this program correctly.
- Develop financial reports so you can measure how your business is doing.
- We can also monitor your progress and provide support on a monthly, quarterly or semi-annual basis. » learn more
Assurance Services and Financial Statements
- With the right help, you don't have to worry about choosing your next accounting software. With our experience working with businesses, we understand your concerns about budget, features, ease of use, reports, training and growth.
- We provide the solutions our clients need to make their businesses run effectively. We provide training and support packages designed to fit your needs. We will also prepare custom reports to meet any particular reporting needs you require.
» visit our Accounting Software section for expanded information
Business Advisory
- Business Analysis - This report addresses your liquidity, profits and profit margin, sales, borrowing, asset management and employees. Your strengths and weaknesses are ranked from 1 to 100 and compared with your industry and current performance. » click to see sample report (PDF)
» visit our Business Advisory section for expanded information
Business Valuation
» visit our Business Valuation section for expanded information
» visit our Mergers & Acquisitions section for expanded information
Wealth Management
- Looking for an investment professional to manage your company's retirement or pension plans, or someone to develop a benefits package for the owners and the employees? Are you a successful individual looking for help? Lloyd Wealth Management, LLC purpose is to help create and preserve wealth for both businesses and individuals.To Learn More » visit Lloyd Wealth Management, LLC
|
CPA Business Services |
|
For more information about this or other services offered by our firm, please
call 704-544-7600, or use our quick & convenient Online Form. |
|
|
