The U.S. House of Representatives passed a crucial part of President Biden’s agenda by a vote of 220-213 on November 19. The Build Back Better Act (BBBA) includes numerous provisions related…
Client Accounting Services
W&D provides accounting, advisory, back office and tax services to businesses of all sizes.Chicago Client Accounting Services
Consistent, reliable and timely accounting information is vital for keeping your business running smoothly. W&D's accounting advisory services give you the information needed to make better business decisions and effectively plan for the future.
Warady & Davis LLP provides a comprehensive range of accounting, advisory, back office and outsource accounting and tax services to businesses of all sizes.
We provide a cost-effective, team-based approach with the full resources of a mid-sized accounting firm. When tax and/or accounting issues arise, trained experts and CPAs are available to assist in all areas. Our team is proficient with most commonly used software such as QuickBooks, Sage / Peachtree and many others including industry specific applications.
Outsource accounting and bookkeeping services include:
- Financial statements (profit & loss, balance sheets and personal)
- Accounting system recommendations, set-up and training
- Bookkeeping (Monthly, quarterly, or annual)
- Payroll processing & reporting
- General ledger and record-keeping
- Investment accounting
- Bank and credit card reconciliations
- Financing & refinancing
- Cash flow budgets and forecasting
- Tax planning & preparation
- Outsource controller & CFO services
- Audit, reviews & compilations
- Special reports & analyses
QuickBooks and other accounting software consulting
Working with QuickBooks Online, any QuickBooks desktop version and a wide variety of other accounting software solutions, our team can manage many of your important monthly closing activities, including recording standard journal entries and reconciling bank accounts.
- Set up and establish:
- Chart of accounts
- Customer and vendor detail
- Item lists for invoicing and payroll purposes
- Security, passwords, and system preferences
- Memorized transactions and reports
- Accrual vs. cash basis statements
- Budgets
- Design balance sheet and income statements
- Perform maintenance, review, and ongoing bookkeeping for monthly, quarterly, semi-annually and / or annually
- Provide employee software training
Enrolled Agent, Partner
sappel@waradydavis.com
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