Full range of services for your business

Accounting Services

You may be one of the many employers who find the task of maintaining your monthly bookkeeping and accounting to be outside your area of expertise, or you are simply too busy to complete it each month. Unless your accounts are reconciled and you have accurate financial statements, you have no way of knowing how your business is doing. You would not know if you had been the victim of fraud or embezzlement, if your taxes were paid and up to date, or be able to manage your cash flow.

By outsourcing those duties to The Perfect Ledger, you are freeing up more time to focus on your business, saving time and money in the process. And, you can customize the package of business services you receive by adding Payroll Processing, Tax Preparation, Tax Planning, or any of our other services.

Each month or quarter our Accounting service will:

• Reconcile your bank accounts - properly accounting for all funds
• Produce a Profit and Loss statement - tracking expenses to determine operating performance
• Produce a Balance Sheet - a snapshot of the financial health of your business
• Review your General Ledger - the basis of your company's financial records
• Be available for consultation - by phone or in person to answer your questions

Bookkeeping Services

Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. We can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.
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Choose the bookkeeping services that best suits your needs; accounts payable, accounts receivable, check writing, customer billing, collections, data entry, sales tax preparation, payroll and payroll taxes are just a few of the things we can handle for you. Our bookkeeping help goes far beyond just balancing the books.
Our experienced team can process your daily bookkeeping records in an efficient, cost-effective manner. Monthly, quarterly, or annually, our team will provide the following:
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• Reconciliation your bank accounts, accounts receivable, and accounts payable

Tax Services

We take an innovative and disciplined approach to developing strategies that meet our clients' specific needs. Our goal is to help our clients achieve the right balance between personal and corporate taxation. Our approach starts with understanding your business - your operations, challenges and plans for the future - then developing a thoughtful planning and compliance program to help you meet your goals and control your expenses. One of our professionals will review your business and personal income tax situation with you to make sure you take all the deductions and credits allowed by the tax authorities and jurisdictions.​

Our specialty practices are:

• Tax return preparation for individuals and business:

1. Sole-Proprietorship
2. Partnership
3. C-Corp
4. Professional Corporation
5. LLC
6. LLP
7. Non-Profit Organization 

Payroll and Employment Tax Services
Compliance with multijurisdictional regulations requires special expertise, it can be overwhelming for business. Incompliance with regulations may result in severe consequence and increase the potential exposure of the employers that can be financially burdensome. Our team will process your payroll to ensure that all payroll tax liabilities are timely and accurately processed and paid. All employment tax-related filing requirements are met.

Sales and Meal Tax Services
Sales tax is a complicated function that is impacted by the change of business activities, such as expansion of product and services and new business market.
We can assist your company in the compilation of information and preparation of sales tax and meal tax returns in an efficient and timely manner.

CFO/Controller Services

Many small and mid-sized businesses and non-profit organizations either can't afford or don't require a full-time financial professional to handle the myriad of accounting and financial management tasks within their organizations. Maybe you've been trying to take care of your business financials in your spare time (or ignoring them all together), but quickly realized it's a losing battle because unless you're an accounting professional yourself, your expertise lies elsewhere.
The role of Controller and CFO (Chief Financial Officer) is crucial to every business no matter what size. Whether you're a start-up business, have made it to the five-year mark, or are ready to expand, we have the expertise--and experience--you need.

Experienced, knowledgeable and trustworthy

When you take advantage of our outsourced CFO services, you get a dedicated, experienced financial professional who helps you make the tough business decisions you need to guide your business to future success.
You'll also have a better understanding of the financial side of your business based on facts.  Our CFO and controller services include:

• Strategic planning
• Financial reporting and controls
• Financial forecasting and budgeting
• Assistance with banking and capital structure
• Cash flow management
• Staff development

Specific Controller Services Tasks

• Accounting department management
• Reporting and oversight of month-end closings
• Accounts payable and receivable
• Tax compliance (sales use and payroll taxes)
• Profitability enhancement
• Payroll management
• Tax and financial planning
• Forecasts and projections
• Audit preparation and advisory service
• Third party accounting software selection and implementation
• Set up an accounting system and controls
• Accounting policies and procedures
• An on-site presence when you need us
• More efficient day-to-day operation of your business
• Access to a wide range of industry knowledge
• Individualized, personal service
• Qualified, experienced financial professionals

Questions/Problems for Owners & Executives

Do you have these problems?

• Inaccurate financial statements
• Unreconciled bank and other accounts
• Don't have budgets and forecasts
• Cash flow problems
• Outdated or no systems and procedures and controls
• Inadequate/inexperienced accounting dept. staff
• No accounting department supervision

Do you need help with these issues?

• General ledger clean-up and closings
• ​Routine data entry and bookkeeping
• Account analysis and reconciliation
• Reconstruction of books and records
• Budgeting, forecasting, and planning​
• System enhancements
• Staff oversight, assessment, training
• Banker/investor communications​​

Do you want to improve these areas?

• Significantly improved financial information
• A financial road map for your company
• ​Higher profits and cash flow
• ​​Stronger controls and procedures
• Regulatory/Tax Compliance
  
• Better relationships with third parties
• Effective and efficient operational processes
• A CFO/Controller at an affordable price