Other Services

We do our best to meet our clients’ needs and offer other services as well. Here are some additional services you will find at Peterson Accounting.

Small Business Consulting

A personal discussion of your financial statements is available on a regular basis. We are as close as your phone.

We will assist in the interpretation of your financial records and reports to help improve your profitability. We will help you analyze your expenses to control unnecessary outflow, to avoid costly money leaks, and suggest new procedures or programs to uncover additional opportunities. Our service will help you manage your business more efficiently and productively.

Comprehensive Accounting Services

Our accounting services are designed to make your job easier and provide you with more time to focus on building your business. We stay on top of all tax law changes to ensure that you are taking advantage of any available tax incentives.

Monthly Financial Reporting

As part of our accounting services, we offer simplified monthly reports and statements to provide a quick and accurate picture of your business activity. All are customized to suit your needs.

Monthly Operating Statements

An operating statement is straightforward report on your business’ cash-generating ability and it reflects when sales are made and expenses are incurred. It also draws information from the various financial models such as revenue, expenses, capital (in the form of depreciation) and cost of goods.

Balance Sheet

Our accounting services help you get the big picture on the financial strength and capabilities of your business. With the balance sheets we provide, you’ll be able to identify and analyze trends, determine if your business is in a strong enough position to expand, determine how effectively your business can handle the financial ups and downs of revenues and expenses, and more.

Bank Reconciliation

Keeping your bank account, accounting, and taxes up-to-date and reviewing them each month allows us to identify missing checks, deposits, or unauthorized transactions. It also allows us to detect and prevent unjustified charges and ensures all transactions are posted correctly. Our service also helps to prevent embezzlement from within your company.

General Ledger Report

The General Ledger is a record of the dates, check numbers, payees and amounts of all expenses within each of your business accounts. Whether you prepare your records by hand, or using one of the computerized accounting systems, this report will provide you with the assurance that your reports have been properly prepared.

QuickBooks Accounting Support

The simplified bookkeeping processes of accounting programs like QuickBooks can be a huge time-saver for small business owners. All accounting packages require sufficient understanding of their features and functionality, and a proper set up and installation is critical. This is why we, as Certified QuickBooks Pro Advisors, work with many of our clients to train and assist them on an ongoing basis. We also strive to provide immediate answers in order to trouble shoot issues that may arise.