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Services

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Outsourced CFO Services

Traditionally, a CFO oversees the financial activities of a company, analyzing the company’s financial strengths and weaknesses while outlining plans for improvement. While employing a full-time CFO is not financially realistic for many small businesses, Kelly Accounting takes on this role for you and fulfills the needs of a CFO. While we play the role of a chief financial officer, we have a bigger responsibility: to work with business owners on managing the entire finance department and connecting you with sources and strategies that help you grow long term. We also help you on a day-to-day basis.  Many small businesses and entrepreneurs make the smart move by hiring us to perform their CFO services and taking the stress off of their plates. 

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Accounting Services

For business clients, we offer a variety of accounting services including:

  • The design and set up of accounting systems

  • Maintenance of general ledger and other accounting records on our in-house computers

  • Preparation of monthly, quarterly, and annual financial statements, including compilations, reviews & audits

  • Complete payroll processing including the preparation of all governmental reports and W-2 forms

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QuickBooks Consulting

As a QuickBooks advisor, we not only offer discount pricing but keep current on the latest QuickBooks products, new and upcoming, so you can make an informed purchase that meets your business needs. 

We work with you to get maximum value from QuickBooks by:

  • Making sure you have the QuickBooks version that meets your needs

  • Helping you decide what features to use, from the purchase order and job costing to professional services time billing

  • Streamlining your data entry to save you time and expense

We will show you:

  • How to set up -- or re-set -- your chart of accounts so that data entry is less time-consuming and less likely to create problems later on

  • How to use special time-saving features built into QuickBooks

  • How to order checks or deposit tickets so that you can run them on your laser printer

  • How to structure QuickBooks so that the information you need for everything from taxes to financial statements is at your fingertips

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Bookkeeping

Our bookkeeping services include keeping track of all your income and expenses, reconciling bank accounts and credit card statements, tracking 1099s, and safeguarding your business from third-party audits. We will also be there to help you identify ways to save money, compare your income and expense reports with the average, and assist you in creating accurate reports.

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Payroll

Whether you pay yourself and your employees weekly, monthly, bimonthly, or quarterly, we are here to make payroll easy! This service includes deciphering all payroll taxes, filing yearly and quarterly forms, setting up direct deposit or preparing check stubs, and ensuring all the numbers balance out! 

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Tax Services 

You can rely on us to help with yearly tax preparation, and to help you identify ways to save money on taxes!

Kelly Accounting Services offers so much MORE!

Book now to speak with us and find out how we can help!

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