We have a variety of industry specialties that we serve. Potential clients often ask what types of services we provide. Here are a few examples of types of clientele/accounting work we do. Our services are customized to the needs of our clients and so are not limited to just these services:
We work with attorneys in ensuring their QuickBooks® interfaces with any third party software they may use as well as helping them set up easy and detailed ways to track their Trust account information. We’ve helped clients through IRS audits of their Trust accounts, so we understand the need to be as detailed as possible.
Audiology, Dental and Medical Clientele
Pam is the Past Operations Manager and CFO of an Audiology Practice so she has first hand experience in working with the intricacies of this industry. As well, we have worked with various clients in the dental and medical professions so we have the insight that normal accountants do not. We consider ourselves partners with our clients. No one gets involved first hand with their clients like we do. Let us focus on your back office operations while you focus on taking care of your patients!
The importance of job costing for a contractor is equivalent to the air we breathe. We understand the need for contractors to have detailed job cost reports for both spec homes as well as custom homes. There are various factors that come into play when tracking the various costs and determining whether it’s an asset or cost of goods sold and when it needs to be moved from one category to another. We also understand the importance of tracking subcontractor details for 1099s and insurance audits and are available to help you in any of these capacities. Pam is a past owner of a construction based company so she knows just what you need to ensure your bottom line has the proper cash flow and profit!
We have had the opportunity to work with a variety of nonprofit organizations. The key is that you need to handle the finances just like you would for a for-profit entity. Yes, the reports might have different names and you might fill out different forms. However, at the end of the day, the same diligence in tracking program sustainability and cash reserves is as important for a nonprofit as it is for any other entity. We help ensure that your nonprofit has good financial processes and reports.
Oil and Gas Clientele
Pam has been involved in the development of a company that started ground up and is now a multi million dollar business in the Oil and Gas Industry. She has first hand experience in working with customers and vendors that have unique needs to the oil and gas segment. Find out how we can add value to your business!
Professional Service Clientele
We work with various service based clientele to help them track their billable time and materials as well as being able to have easy access to their financials. For clientele who prefer to have Online QuickBooks, we maintain their files online so they can easily view the information at any time. We also ensure that their online banking information is updated regularly, payrol is complete as well as bank and credit cards reconciled monthly along with the day to day activity tracking of invoicing and bill pay.
Our retail clienetele varies in products they offer, but the core facets of tracking inventory are always critical. This is why Pam is certified as an Advanced ProAdvisor not only in QuickBooks® Financial, but also in QuickBooks® Point of Sale to help clients with various software needs from the cash register functionality to the back office tracking of bills and inventory management.
This is just a small sample of the types of clientele we work with along with the industries and services we provide assistance with. For more information, you can click on the additional links for the various industries.