Burgess, Schultz & Robb, P.C.

Accounting and Business Advisory Services

Accounting Services – From start-ups to well established companies, businesses rely on insightful and accurate information. This is necessary to capitalize on new opportunities and to increase or maintain profitability. We provide a variety of services to help you achieve these goals. These services include:

Accounting System Setup and Support

We assist businesses looking to streamline or upgrade their current accounting practices or software. This usually includes a needs assessment review, planning, training and implementation.

We also work with you to enhance your current practices in order to achieve “best practices”.

Quickbooks Accounting Help and Support

Quickbooks is a commonly used software and can be daunting. Our Quickbooks review service helps businesses that have staff who perform daily accounting and payroll functions, but may need a review of transactions, accounts and reports. This type of review is critical to management. Management needs timely, reliable and relevant financial information.

We can provide assistance in set-up, customization, personal training to enable you to meet your goals.

Bookkeeping or Outsourced Accounting Services

There are many options when it comes to outsourcing your bookkeeping and/or providing assistance with your in-house bookkeeping or accounting function.

We can assist with this support by providing onsite or cloud based assistance with your accounting system. This may include assistance in areas such as accounts payable, accounts receivable, and temporary assistance while your business is between staffing or temporary leaves of absence.

Some businesses find that a CFO or Comptroller is not necessary is they employ data entry personnel and rely on us for a few hours per month to provide “Comptroller by the Hour” services.

In some cases, businesses do not want certain proprietary information shared with their staff, in which case it can be expedient to outsource the processing of this information.

We also assist bookkeepers on site to enhance their skill set while maintaining the integrity of your accounting information.

Bookkeeping/Write-Up

monthly, quarterly, annually or 13 periods

Our services include keeping the books for you. This may include providing write-up services generated from your paper system, or review of your computer based systems after your direct data entry.

We service a number of smaller clients who capitalize on our services so that they do not have to hire a “bookkeeper”. This allows them to be cost-conscious and provides a valuable alternative to hiring.

We have software that allows us to provide both calendar year based and 13-period-based accounting functions.

Other Services

  • Payroll processing
  • Personal financial statements
  • Cash flow budgeting and forecasting
  • General ledger and financial statement preparation