Call Us: (559) 492 - 7767 - Mail: info@cpbsolutions.com

Financial Services

Compu-Pro’s Financial Services are “tailor-made to” fit the individual needs our clientele. We will work with your organization to help provide financial management and oversight. Compu-Pro’s professionals can either maintain your QuickBooks, Bookkeeping, and Tax Preparation as part of our full service financial option. Or, we can assist your staff in accurately preparing and interpreting financial data.

In each of the key financial areas we can either provide the services to you directly or assist your team to create all financial documents needed to manage the financial side of your organization. We offer the guidance needed to ensure the integrity of your business records and systems.

Our goal is to help safeguard your company from the damage caused by fraud, errors and inaccurate data. Additionally, we offer an array of services with regard to preparing and analyzing financial reports and data. Our services range from helping you purchase the right QuickBooks software for your organization to providing full service data entry and bookkeeping services. Our staff can also work in cooperation with your other advisors, including bankers, lawyers, CPA’s, and other business professionals.

If you are unable to locate the specific services that meet your organizational needs. Please feel free to contact our office and we will do our best to offer assistance.

 

QuickBooks

As an Intuit Diamond Level ProAdvisors we can assist with your QuickBooks software purchase, installation, implementation, set-up, and training. We can also review your processes and provide more advanced training and services including customization, data file review, analysis and clean-up; data conversions, migrations, and extractions; special report writing, and business process documentation.

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Accounting Systems

Our staff will build an accounting system to conform to your unique processes as much as possible. We look at the “big picture” to create a customized system which provides the necessary financial and tax information, as well as managerial information which is desperately needed to maintain and achieve excellence in the dynamic marketplace.

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Bookkeeping

We provide the resources to access data directly to provide financial control. Additionally, we provide outsourced bookkeeping services, either on site or remote, and/or provide monthly, quarterly, or annual reviews and customized training.

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Tax Preparation

We can prepare annual, quarterly, or monthly tax returns for your organization. All income tax returns are reviewed by a licensed CPA to ensure our clients receive accurate, trustworthy and dependable service with regard to their tax needs.

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Training

Training is available for new office staff or teaching existing staffers with new responsibilities. Our employee assessment method provides the best options for a personalized training experience. Our staff can assist with developing new Standard Operating Procedures (SOP’s) that fall within the Best Practices for bookkeeping in your industry. Additional training topics include:

Determine what records to keep and for how long
The different taxes and Government Organizations

  • What to report and when
  • Documentation required for each reporting
  • Organizing information properly – for faster form preparation

 Best practices to facilitate smooth preparation / audits

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