Client Accounting and Advisory Services

Improving the Way You Do Business

Virtual, In-Person, and On-Site Advisory Services

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Whether you are starting an Arizona company, expanding your business, or have limited staff, the accounting function of business management may be requiring too much of your time and attention. It may be time to design a management plan outsourcing part or all of your accounting processes.

Our experienced financial professionals, combined with technology, can help streamline your accounting processes to produce timely and accurate financial information. By offering scalable solutions, clients have told us they benefit from the following services:

  • Accounting process management.
  • Cutting costs for managing and training employees.
  • Developing high visibility into the financial performance of your organization.
  • Reducing overhead.
  • Increasing overall accuracy.
  • Timely resources for tax planning.
  • Providing information analysis for future endeavors.
  • Offering advice and insight to help you manage your financial data.
  • Changing with the needs of your company.

Wallace, Plese + Dreher’s Client Accounting Services offers support through product and accounting specialists with extensive experience in a variety of software.

Collaboratively working with you, we assist in maintaining the safety and security of your financial data in a variety of ways. We understand every day business challenges and offer solutions focusing on business growth, including bookkeeping services.

Our experienced financial professionals integrate best practices, cloud technology, and automation tools to streamline accounting processes and produce accurate and timely financial information. Client teams include accounting professionals certified in various accounting software, cloud technologies, and automation tools, including Sage Intacct, Bill.com, QuickBooks Online, and QuickBooks Desktop.

Accounting and advisory services may include:
  • Supporting financial preparation.
  • Accounts receivable.
  • Accounts payable.
  • Bank reconciliations.
  • General ledger maintenance.
  • Performing internal control assessments.
  • Preparing and improving financial statements.
  • Assisting in monthly and year-end closings.
  • Performing internal control assessments.
  • Designing your accounting systems.
  • Assisting with financial software.
  • Consulting on financial and accounting software solutions.

Contact Danielle N. Gomez, Jason A. Mattina, CPA, or Nikki M. Kuretich, CPA,  to discuss your business situation.

Danielle N. Gomez
Jason A. Mattina, CPA
Nikki M. Kuretich, CPA
Who We Help
Health Care and Medical
Nonprofit
Technology
Need Guidance and Help?
If you need guidance, give us a call and we will be happy to discuss your business, particular situation, and appropriate service.
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