Accounting Services
Exceptional Accounting That Goes Beyond the Bottom Line.
At Whalen CPAs, our technically excellent CPAs will evaluate your financial performance, streamline accounting practices to grow your business and educate you on complex information so that it’s easier to understand. We’ll even show you how to make accounting fun!
Financial Outsourcing Solutions.
Based on size and need we can handle all your accounting tasks or supplement your existing accounting team.
Standard Accounting Services Include:
- A/R and A/P Processing.
- 1099 Reporting.
- Bank and Credit Card Reconciliations.
- Training.
- After the Fact Payroll Tax Reporting.
- Tax Compliance and Filing Services.
- Sales and Use.
- CAT.
- Unclaimed Funds.
- Annual Workers’ Compensation True Up.
- Hiring / Recruiting (Placement of Accounting Staff).
Advanced Accounting Services/Consulting Include:
- CFO and Controller Services.
- Licensed School Treasurer Services.
- Monthly, Quarterly and Annual Financial Statement Compilations.
- Periodic Financial / Operational Reviews.
- Budget Implementation and Reporting.
- Medicaid / Room and Board.
- Cash Flow Forecasting and Analysis.
- Accounting Software Set-Up & Support.
- QuickBooks.
- Sage.
- NetSuite.
- Bill.com.
We’re excited to meet you. Contact Whalen CPAs today and get started with a firm that will deliver the knowledge and experience you deserve.