The Perfect Ledger

About

Accounting Services
You may be one of the many employers who find the task of maintaining your monthly bookkeeping and accounting to be outside your area of expertise, or you are simply too busy to complete it each month. Unless your accounts are reconciled and you have accurate financial statements, you have no way of knowing how your business is doing. You would not know if you had been the victim of fraud or embezzlement, if your taxes were paid and up to date, or be able to manage your cash flow.

By outsourcing those duties to The Perfect Ledger, you are freeing up more time to focus on your business, saving time and money in the process. And, you can customize the package of business services you receive by adding Payroll Processing, Tax Preparation, Tax Planning, or any of our other services.

Each month or quarter our Accounting service will:

Reconcile your bank accounts - properly accounting for all funds
Produce a Profit and Loss statement - tracking expenses to determine operating performance
Produce a Balance Sheet - a snapshot of the financial health of your business
Review your General Ledger - the basis of your company's financial records
Be available for consultation - by phone or in person to answer your questions

Bookkeeping Services
Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. We can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.
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Choose the bookkeeping services that best suits your needs; accounts payable, accounts receivable, check writing, customer billing, collections, data entry, sales tax preparation, payroll and payroll taxes are just a few of the things we can handle for you. Our bookkeeping help goes far beyond just balancing the books.
Our experienced team can process your daily bookkeeping records in an efficient, cost-effective manner. Monthly, quarterly, or annually, our team will provide the following:
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Reconciliation your bank accounts, accounts receivable, and accounts payable

Tax Services
We take an innovative and disciplined approach to developing strategies that meet our clients' specific needs. Our goal is to help our clients achieve the right balance between personal and corporate taxation. Our approach starts with understanding your business - your operations, challenges and plans for the future - then developing a thoughtful planning and compliance program to help you meet your goals and control your expenses. One of our professionals will review your business and personal income tax situation with you to make sure you take all the deductions and credits allowed by the tax authorities and jurisdictions.​

Our specialty practices are:

Tax return preparation for individuals and business:
1. Sole-Proprietorship
2. Partnership
3. C-Corp
4. Professional Corporation
5. LLC
6. LLP
7. Non-Profit Organization


Payroll and Employment Tax Services
Compliance with multijurisdictional regulations requires special expertise, it can be overwhelming for business. Incompliance with regulations may result in severe consequence and increase the potential exposure of the employers that can be financially burdensome. Our team will process your payroll to ensure that all payroll tax liabilities are timely and accurately processed and paid. All employment tax-related filing requirements are met.


Sales and Meal Tax Services
Sales tax is a complicated function that is impacted by the change of business activities, such as expansion of product and services and new business market.
We can assist your company in the compilation of information and preparation of sales tax and meal tax returns in an efficient and timely manner.


CFO/Controller Services
Many small and mid-sized businesses and non-profit organizations either can't afford or don't require a full-time financial professional to handle the myriad of accounting and financial management tasks within their organizations. Maybe you've been trying to take care of your business financials in your spare time (or ignoring them all together), but quickly realized it's a losing battle because unless you're an accounting professional yourself, your expertise lies elsewhere.
The role of Controller and CFO (Chief Financial Officer) is crucial to every business no matter what size. Whether you're a start-up business, have made it to the five-year mark, or are ready to expand, we have the expertise--and experience--you need.

Experienced, knowledgeable and trustworthy

When you take advantage of our outsourced CFO services, you get a dedicated, experienced financial professional who helps you make the tough business decisions you need to guide your business to future success.
You'll also have a better understanding of the financial side of your business based on facts. Our CFO and controller services include:

Strategic planning
Financial reporting and controls
Financial forecasting and budgeting
Assistance with banking and capital structure
Cash flow management
Staff development
Specific Controller Services Tasks

Accounting department management
Reporting and oversight of month-end closings
Accounts payable and receivable
Tax compliance (sales use and payroll taxes)
Profitability enhancement
Payroll management
Tax and financial planning
Forecasts and projections
Audit preparation and advisory service
Third party accounting software selection and implementation
Set up an accounting system and controls
Accounting policies and procedures
An on-site presence when you need us
More efficient day-to-day operation of your business
Access to a wide range of industry knowledge
Individualized, personal service
Qualified, experienced financial professionals
Questions/Problems for Owners & Executives

Do you have these problems?

Inaccurate financial statements
Unreconciled bank and other accounts
Don't have budgets and forecasts
Cash flow problems
Outdated or no systems and procedures and controls
Inadequate/inexperienced accounting dept. staff
No accounting department supervision
Do you need help with these issues?

General ledger clean-up and closings
​Routine data entry and bookkeeping
Account analysis and reconciliation
Reconstruction of books and records
Budgeting, forecasting, and planning​
System enhancements
Staff oversight, assessment, training
Banker/investor communications​​
Do you want to improve these areas?

Significantly improved financial information
A financial road map for your company
​Higher profits and cash flow
​​Stronger controls and procedures
Regulatory/Tax Compliance
Better relationships with third parties
Effective and efficient operational processes
A CFO/Controller at an affordable price

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