Robert Loe CPA

Accounting Services for New Clients

So, you are in need of an accountant to help you complete an accounting service?

Well you came to the right place.

As an added support, our staff provides accounting services on an as-needed basis for clients who do not require CPA-prepared financial statements. Typically, these clients are able to cope with day-to-day accounting needs but require additional assistance to get books in shape for year-end tax reporting services.

Many of our clients use either QuickBooks or Sage (formerly Peachtree) accounting software. We can support either system. Usually the files can be attached to an email. We can also support Quicken although in our experience, this system is suitable only for very small, and simple business entities.

Who Needs It: Any business who needs help with their in-house accounting services. This can range from year-end or period-end closing entries to identifying proper classification of expenses for later tax purposes.

How to Prepare: If you are using an accounting program such as the ones listed above, you can simply prepare a backup copy to be sent once the services have started. If you are a very small and simple business who doesn’t use any kind of software, gather together all the financial information that you have. This can range from bank statements to receipts for expense purchases.

First Step: Make a list detailing exactly what it is you want to gain from our services. After that, contact our office to set up an appointment. From there we can help understand what it is you would like for us to do and we can walk through the planning process with you.

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