Financial Accounting Services that Grow with Your Business
Make Better Business Decisions With the Appropriate Amount of Financial Analysis
Accounting is about the numbers, but it’s not one-size-fits-all. We work to understand your goals so we can provide cost-effective, accurate accounting services that are tailored to your business needs.
Our Accounting Services Include:
Assurance Services
Analysis of your records and transactions to ensure accuracy
Accounting System Setup
Choose software and create an accounting process for your business
Bookkeeping
Record all your financial transactions accurately
General Ledger Analysis
Review your transactions and accounts to identify & correct errors
Litigation Support & Forensic Accounting
Analysis of financial information for use in legal proceedings
Assurance and Advisory Services
Thorough Financial Analysis & Due Diligence, Made Simple for You
Whether your nonprofit’s board has requested a financial audit, or the bank needs clear financial statements for your line of credit application—you need to know where to start.
Assessing your needs helps us recommend the right level of financial assessment for your organization’s needs.
From there, you can secure loans and funding and make financial decisions for your company with streamlined audits, reviews, compilations, and more.
- Save time tracking down records with an efficient onboarding process
- Meet your audit deadline with a clear, approved audit schedule
- Make business decisions with confidence in your financials
- Satisfy your board, the IRS, or other third-party requests for your financial records
The Right Level of Financial Analysis For Your Needs
Audit Financial Statements
An audit is typically appropriate and often required when seeking complex or high levels of financing and credit. Also appropriate when seeking outside investors, seeking to sell the business or considering a merger.
Reviewed Financial Statements
Typically appropriate as a business grows and is seeking larger and more complex levels of financing and credit. It is also useful when business owners themselves are seeking greater confidence in their financial statements to evaluate results and make key business decisions.
Compiled Financial Statements
Typically appropriate when initial or lower amounts of financing or credit are sought or there is significant collateral in place. Outside parties may appreciate the business’s association with a CPA, which is readily apparent in the formal compilation report.
Prepared Financial Statements
Intended for the business owner’s own use to have the current information needed to know the financial standing of the business and to make business decisions accordingly. Similar to what an in-house controller or CFO would provide for management in a larger company. The financial statements may be shared with third parties.
Tools to chart continuous growth for our company
“Taksey, Neff & Associates, LLC has provided all of OTJ Architects accounting needs since 1998. At that time we were a 2 million dollar company with 20 employees. We are now a 10 million dollar company with over 60 employees, and own our office building. Because of the quarterly analysis and guidance that Taksey, Neff & Associates, LLC provides, we have the tools to chart continuous growth for our company.”
Lance Jaccard, President, OTJ Architects, Inc.
Accounting System Setup Services
Save Time, Increase Financial Visibility With The Right Accounting System
Spend more time working on your business and less time tracking down invoices or profit-loss reports.
We help you implement an accounting system that is the right fit for your team.
We are Certified Quickbooks Advisors as well as experts in a variety of accounting software.
- Be hands-on or hands-off—we work how you want to
- Simplify routine financial tasks with a streamlined system
- Keep your financials on track with training to independently navigate your records
- Save money with the right software at the right price point for your company
Bookkeeping Services
Better Bookkeeping, Fewer Headaches
Keep your financials accurate with monthly, quarterly, and annual bookkeeping services, including:
- Accounts payable and receivable management
- Payroll and payroll tax return preparation
- Periodic review of your internal bookkeeping
- Make confident decisions, knowing that your decisions are based on accurate records
- Avoid tax issues common with DIY bookkeeping
- Save money on expensive audits by opting for periodic review of your internal bookkeeping
You Know Your Business.
Let us reconcile the numbers.
General Ledger Analysis
Protect Your Profits, Make Informed Decisions
Review and analysis of your accounting records are the best way to gain insight on how your team is handling transactions.
- Monthly, quarterly, or annual analysis
- Quality of Earnings Reports
- Identify and correct accounting errors
- Gain clarity on how expenses and revenue are lining up with your budget
- Learn how your revenue and expenses compare to your overall industry
Litigation Support & Forensic Accounting
Find the Key Details to Support Your Case
We support attorneys in all types of business litigation, including financial investigations, divorce, and business dissolution.
- Save time by letting us scour the financial paperwork
- Find the key insights that can support your case from vast records