Client Accounting Services

Improving the Way You Do Business

Appropriate Service for Your Business

Whether you are starting a business, have limited staff, or a seasoned business looking to grow, 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 that includes outsourcing part or all of your accounting processes.

Wallace Plese + Dreher (WP+D) uses technology, combined with our experienced financial professionals, to streamline your accounting processes to efficiently produce timely and accurate financial information to help you manage the direction of your business.

Some advantages of working with our team include:
  • Accounting process management;
  • Cutting costs for managing and training employees;
  • Maintaining consistency in your books and other financial documents;
  • Developing better habits surrounding expenses;
  • Increasing overall accuracy;
  • Reducing overhead;
  • Timely resources for tax planning
  • Providing information analysis for future endeavors;
  • Offering advice and insight to help you manage your financial data; and
  • Changing with the needs of your company.

WP+D’s client accounting services include working with certified QuickBooks Pro Advisors and accounting specialists with extensive experience in a variety of industries.

Working as a team, we assist you in maintaining the safety and security of your financial data in a variety of ways throughout the bookkeeping service process. Our professional staff understand challenges business owners face today and are ready to provide your company with business solutions to help you focus on business growth.

Our bookkeeping services include:
  • Supporting financial preparation.
  • Accounts receivable.
  • Accounts payable.
  • Payroll.
  • Bank reconciliations.
  • General ledger maintenance.
  • Preparing and improving financial statements.
  • Assisting in monthly and year-end closings.
  • Performing internal audits.
  • Designing your accounting system.
  • Assisting with financial software.
Who We Help
Health Care and Medical
Technology
Real Estate
Nonprofit
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.
See How We Can Help You
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