SR Accounting & Finance
United States
(18)
United States
(18)
contact us at : i•••••@••••.com
We’re accomplished professionals with extensive comprehensive accounting expertise.Whether your business needs tax preparation, controller, accounting, or bookkeeping services, we have the quality services you’re looking for We offer a flexible, customized package tailored to your unique business needs instead of a one-size-fits-all solution.
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18 customer reviews
Such a fake
Look at the fake reviews from the 5 star people. They keep moving that should be enough to tell you to avoid. The good comments you think these people can see the inside of multiple companies done by this company? These reviews are family n members trying to work this business. Look deep into the name n moves More...
MELISSA S
First Review Says Renee Krisa Scarfo!
Another pointing out is Roseillini last name same as Ava? Third Review I noticed was again Renee Krisa just not with "Scarfo"! Seems shady
Timmy
They really mixed up my stuff. Very shady I belive these other reviews now! I half to pay again to ha e it fixed.
Paul
Claudia who left review is only for Ave as there family to the female couple. Renee is the ex wife to Lorrie hadn’t worked in years. If you search her last job 2014 was Walmart. They have moved from dalton and there home went up for sheriff sale after the female couple split up to take on a new life with Ava Fox Roseillini. They just had a go fund me account looking for $78,000 for the 3 adopted children. Be very careful she More...
Fake Reviews
Most of these people are family and friend! As to Renee being the ex-wife. Be Careful check a little background before using anyone
Sam Bernstein
Lorrie and the SR team have a process that brings order to disarray. As Lorrie has done for my construction company , she can help an organization of any size focus its efforts on the key drivers of success. Even more importantly her process gets people on the same page and ensures follow up and execution. More...
Andrew
Recently, while reflecting on my experience as a SR Accounting and Finance client, I wanted to make sure that I conveyed my complete satisfaction to you. When I was first starting my business, a friend referred your company to me as one that would combine experience, quality and value into an affordable package. SR Accounting has exceeded my expectations in all those areas. Not only were you instrumental in helping me through the start-up process, but you have continued to provide expert assistance during the ensuing expansion. It is my sincere belief that my company’s business affairs would not be running as smoothly as they are, without the sophisticated expertise of Lorrie and Ava More...
Christina
With SR Accounting and Finance, I feel like I hired a kick-ass CFO without the big salary. Besides solid bookkeeping, they give me the tools, visibility, and ongoing consulting to make better decisions for the financial health of the agency.
luis berrios
SR Accounting and Finance are more than just our business consultants, they are an invaluable business partner. "With expertise and experience that spans every facet of finance and information technology, Lorrie and Ava bring to the table unmatched capabilities in redesigning strategy, processes, and organization, as well as aligning supporting technology and communications, in ways that deliver immediate and lasting value.
Luis M Berrios
SR Accounting and Finance are more than just our business consultants, they are an invaluable business partner. "With expertise and experience that spans every facet of finance and information technology, Lorrie and Ava bring to the table unmatched capabilities in redesigning strategy, processes, and organization, as well as aligning supporting technology and communications, in ways that deliver immediate and lasting value.
Reviewed on Facebook
Renee Krisa
Great experience with SR Accounting and Financial Services. Their knowledge and commitment to my financial wellness is unmatched. They take time to go through all aspects of my taxes and financial planning to help me make appropriate decisions for my time horizons. I would recommend them to anyone. More...
Libby blasser
SR Accounting & Lorrie’s services as a financial and business consultant are second to none! She has incredible business acumen and is a pleasure to work with. She is a realist but maintains a level of optimism that is crucial to small business owners. Lorrie understands what is needed in order to effectively achieve our business goals and has been an integral role in our company’s growth and reorganization. Thank you Lorrie and SR!! More...
Claudia rosellini
In hiring SR Accounting and Finance I was seeking guidance for the filing of my tax returns.They have provided advice on the structuring of various opportunities to net the best possible impact and have saved me many thousands of dollars in tax by doing so.
I have all the confidence that my taxes were handled correctly.
Lorrie does a fantastic job, she is proactive, believe in keeping the client informed, will earn your trust and will do the best job possible to enhance your bottom line and minimize your tax. I highly recommend you contact her for any of your tax or accounting needs.
More...
Amy Swope
Ava and Lorrie are an amazing team who work really hard and provide a great service.
Reviewed on Facebook
Libby Blasser
SR Accounting & Lorrie’s services as a financial and business consultant are second to none! She has incredible business acumen and is a pleasure to work with. She is a realist but maintains a level of optimism that is crucial to small business owners. Lorrie understands what is needed in order to effectively achieve our business goals and has been an integral role in our company’s growth and reorganization. Thank you Lorrie and SR!! More...
Reviewed on Facebook
Renee Krisa Scarfo
Great experience with SR Accounting and Financial Services. Their knowledge and commitment to my financial wellness is unmatched. They take time to go through all aspects of my taxes and financial planning to help me make appropriate decisions for my time horizons. I would recommend them to anyone. More...
Reviewed on Facebook
Claudia Weil
In hiring SR Accounting and Finance I was seeking guidance for the filing of my tax returns.They have provided advice on the structuring of various opportunities to net the best possible impact and have saved me many thousands of dollars in tax by doing so. I have all the confidence that my taxes were handled correctly. More...
Reviewed on Facebook
Kat Famoso Petonito
If you are in need of help when it comes to your taxes, I would highly recommend using SR Accounting and financial services. My husband and I are newly weds and had no idea what it would mean to file joint or how to do it, on top of being a new owner of a small business (talk about a big change from last tax season). Lorrie was fantastic to work with and answered all the questions I had with patience and understanding. I can honestly say I have complete peace of mind when it comes to this years tax season and our future accounting for our new business. More...
Reviewed on Facebook
What kind of accounting services do you provide?
Here at SR Accounting & Financial Services, we’re accomplished professionals with over two decades of comprehensive accounting expertise. Whether your business needs tax preparation, controller, accounting, or bookkeeping services, we have the quality services you’re looking for.
Why is it so important for businesses to hire a great accountant?
whether it's having access to the latest accounting software or improving your payroll processes, implementing up-to-date accounting procedures can help improve service levels, reduce costs, create better cash flow and position your company for growth. Your books contain valuable information to help you run your business, so it’s important that your bookkeeping is accurate and up-to-date. If you don't have time to keep your books up-to-date on your own, we can help!
Why should our clients choose you?
At SR Accounting, we go beyond just bookkeeping and accounting. We provide critical oversight and account management to ensure the proper implementation of policies, procedures and systems, and the accurate production of financial and management reports.
Financial Management and Accounting
There are times when your small business needs more accounting and financial advice than you can get from a bookkeeper or a tax preparer. That’s when CFO-level and controller-level services can come in handy.
You can’t afford to hire a full time controller, but luckily you can still get the high quality accounting services you need to help your company grow. We help companies with:
Cash flow needs such as loan packages and forecasting
Systems and workflow improvement
Planning and budgeting
Internal controls to reduce the risk of fraud and theft
Advisory services such as profit margin or revenue analyses and forecasting
Bookkeeper selection, supervision, and training
Sounding board for your business ideas
Bookkeeping
Your books contain valuable information to help you run your business, so it’s important that your bookkeeping is accurate and up-to-date. We offer bookkeeping services that include:
Bank, PayPal, merchant account, and credit card reconciliation
Invoicing, accounts receivable management, and collections
Bill pay, check writing, accounts payable management and 3-way matching (purchase order, packing slip or receiving report, and invoice)
Report generation
Adjusting journal entries
Sales tax reporting and payment
Customer and vendor management
Workers compensation audit
Year-end and quarterly tasks
Workflow improvement, eliminating or reducing duplicate data entry, paperwork-intensive procedures, and manual processes
Tax Preparation
We know that tax time is probably not your favorite time of the year! We want to make it as quick and pain-free as possible for you. We can help you navigate the maze of forms, requirements, deadlines, and constantly changing tax laws so that you can be aware of the possible financial opportunities available to your circumstances.
When you hire a tax preparer, make sure they:
Are registered with the IRS to be eligible to prepare your returns.
Have attended continuing education tax courses so they know the newest year’s rules.
Can eFile your returns so that your refund, if any, will be returned faster.
Explain your return to you so that you understand what you are signing. You are ultimately responsible for your own tax return, so it’s essential that you understand it.
We help our clients with the preparation and efiling of individual, corporate, and estate tax returns at the local, state, and national levels.
Controller
This includes bookkeeping which is either outsourced or done in-house by full-time or part-time employees or contractors. An oversight function is included where an accounting manager reviews the monthly work and discusses financial reports with the owner. In addition, some advisory services may be included:
• Budgeting and forecasting • Cash flow projections • Loan package creation • Insights into where you can reduce expenses, increase revenues, decrease risk, and/or benefit from financial opportunities • Accounting process setup, improvement, and documentation • Accounting system selection, setup, customization, and training • Chart of accounts optimization • Accounts receivable support and analysis • Inventory setup, reporting and analysis • Job costing setup, reporting, and training • Internal control review to reduce the risk of fraud and other management risks • Key performance metrics selection, setup, and review • Financial training to elevate skill sets of employees and owners • Financial report review and guidance • Compliance with financial reporting rules and regulations • DCAA compliance • Audit assistance and coordination with an external auditor • Hiring or supervising accounting staff Many of these advisory services will not be needed every month. A great accounting team will be proactive and suggest services that will have a positive impact on your profitability.
