“Your Partner in Driving Success”.
Full Service Bookkeeper
Prepare and analyze financial statements, ensuring accuracy and compliance with U.S. GAAP
Manage accounts payable and receivable processes, accurately recording transactions and resolving discrepancies
Perform monthly bank reconciliations to verify the accuracy of financial data
Assist in the preparation of annual budgets, forecasting future expenses and revenue
Conduct regular audits to identify potential errors or fraud within financial records
Collaborate with clients to streamline accounting processes and improve efficiency
Identify opportunities for cost savings through analysis of financial data and recommended strategies for improvement
Develop comprehensive financial reports for client review on a monthly/quarterly basis
Strong understanding of COSO Internal Control
Provide guidance on proper record-keeping practices to ensure compliance with regulatory requirements
Proficient in accounting software such as QuickBooks and SAP, ensuring accuracy in financial reporting
Logistics - “Driving Success”
Sometimes you just need help in getting from point A to point B. WC is a wiling and able resource in helping with your logistics needs.
Planning
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, WC is here to help.
Tax Services
Prepare tax returns for individuals, partnerships, non-profit organizations, ensuring compliance with relevant tax laws and regulations
Collaborate with clients to gather necessary information for tax planning purposes
Skilled in preparing tax returns and advising clients on tax strategies to minimize liabilities