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Strategic Accounting Services

Don’t Waste Your Valuable Time on Accounting, Bookkeeping, and Finances…

Give Yourself Time to Do What You Do Best – Go Out and Get More Clients!


Most small business owners waste valuable time attempting to manage finances and keep up the accounting and bookkeeping end of their business, but the successful small business owner knows spending more time on work means generating more profit.


Leave the tedious, time-consuming job of bookkeeping and accounting to the professionals!

Bank Reconciliation

  • Identify lost checks, lost deposits, or unauthorized wire transfers.
  • Detect and prevent embezzlement of funds from within your business.
  • Track your business growth and manage your cash effectively.
  • Protect yourself from bank errors, fraudulent checks, and other financial crimes directed toward your business.

Income Statements

  • We will provide you with regular profit / loss statements that will help you track the operating costs of your business.
  • Understand what areas of your business are over / under budget and identify the specific areas that need attention to keep your business profiting.
  • Track increases in product sales or returns as a percentage of your sales.
  • Determine your current tax liability.

Balance Sheets

  • Gives you a snapshot of the financial health of your business at any given point of time.
  • Identify and analyze trends in receiving and payables and take prompt action to keep those trends going in a direction beneficial to your company.
  • Balance sheets, along with income statements, are the single most important elements for reporting to potential lenders and investors.

General Ledger Management

  • We can help you set up a general ledger system, or identify problems with your current ledger system, that will allow you to eliminate discrepancies and maintain accurate records for your business

Plus:

  • Unlimited consultations.
  • Payroll management.
  • Tax planning and preparation.
  • Any number of a wide variety of financial services that would benefit your business.

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Testimonials

“Working with Pete Haslett has ALWAYS been a pleasure. He is thoughtful, responsive, and very professional...and we trust his judgment with both tax issues and other financial considerations. Well done, Pete!”


Stanley Osweiler

"Their knowledge of the current tax season is extraordinary. Beyond that their email updates about upcoming changes and tips on tax strategy are very valuable. I feel less stressed due to their efforts to educate me through their communications."

Andrew Crawford

"This accounting firm is great!! As a small business entity, I would highly recommend it. I get great personal attention and know the staff on a first name basis."

Phillip Toth

You can't go wrong with us.

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