Expert Accounting Services

Designed for clients who post their own  transactions into quickbooks but need assistance with reconciling the bank accounts and end of month adjusting entries to prepare financial statements and or tax returns.

The business owner prefers Gilbertson CPA to handle the accounting. We post the transactions, reconcile the bank accounts, and prepare the income statement and balance sheet. This allows the business owner to dedicate their time to growing their business and serving their customers.

Includes Full Service plus:

• Budgeting- prepare projected income statement and balance sheet   
• Working with past due customers to secure payment   
• Working with vendors to negotiate higher credit limits and better payment terms  
• Advice on structuring bank financing for machinery, equipment, and working capital
• Share ideas with management to expand and grow the business profitably

Flexible, this can be remote or onsite at the client's business

Our firm performs compilations of financial statements. These engagements arise when a lender requires an independent accountant's report on the financial statements.