Accounting Services
Sound financial decision-making starts with accurate and up-to-date financial information. At Terri A. Goleno, CPA, we offer a comprehensive suite of accounting services designed to provide individuals and businesses with the financial clarity and insights they need to thrive.
Our experienced team of accounting professionals is committed to delivering accurate, reliable, and timely financial services. Explore our accounting services below:
Bookkeeping
Effective bookkeeping is the foundation of financial organization.
Our bookkeeping services include:
Data Entry
Accurate recording of financial transactions.
Bank Reconciliation
Ensuring your bank statements match your records.
Financial Reporting
Generating organized and easy-to-understand financial reports.
Expense Tracking
Monitoring and categorizing expenses for better budgeting.
Financial Statement Preparation
Comprehensive financial statements are essential for making informed decisions.
Our financial statement services encompass:
Income Statements
Providing a clear picture of your revenue and expenses.
Balance Sheets
Displaying your financial position at a specific point in time.
Cash Flow Statements
Tracking your cash inflows and outflows.
Customized Reports
Tailored reports to meet your specific needs.
Tax Preparation
Accurate and timely tax preparation is essential to avoid costly penalties and interest.
Our tax preparation services encompass:
Individual Tax Returns
Preparation and filing of federal and state tax returns for individuals.
Business Tax Returns
Comprehensive tax return preparation for businesses of all sizes and structures.
Estate and Trust Tax Returns
Efficient handling of estate and trust tax matters.
Representation
Expert representation in dealings with tax authorities, including the IRS.
Tax Preparation
Accurate and timely tax preparation is essential to avoid costly penalties and interest.
Our tax preparation services encompass:
Individual Tax Returns
Preparation and filing of federal and state tax returns for individuals.
Business Tax Returns
Comprehensive tax return preparation for businesses of all sizes and structures.
Estate and Trust Tax Returns
Efficient handling of estate and trust tax matters.
Representation
Expert representation in dealings with tax authorities, including the IRS.
Tax Preparation
Accurate and timely tax preparation is essential to avoid costly penalties and interest.
Our tax preparation services encompass:
Individual Tax Returns
Preparation and filing of federal and state tax returns for individuals.
Business Tax Returns
Comprehensive tax return preparation for businesses of all sizes and structures.
Estate and Trust Tax Returns
Efficient handling of estate and trust tax matters.
Representation
Expert representation in dealings with tax authorities, including the IRS.
Financial Statement Preparation
Comprehensive financial statements are essential for making informed decisions.
Our financial statement services encompass:
Income Statements
Providing a clear picture of your revenue and expenses.
Balance Sheets
Displaying your financial position at a specific point in time.
Cash Flow Statements
Tracking your cash inflows and outflows.
Customized Reports
Tailored reports to meet your specific needs.
Budgeting and Forecasting
Planning for the future is key to financial success. Our budgeting and forecasting services include:
Budget Development
Creating realistic and achievable financial plans.
Financial Projections
Predicting future financial performance.
Scenario Analysis
Evaluating potential financial outcomes based on different scenarios.
Variance Analysis
Identifying discrepancies between budgeted and actual financial performance.
Payroll Services
Efficient and compliant payroll processing is essential for businesses.
Our payroll services cover:
Payroll Processing
Timely and accurate employee payroll processing.
Tax Withholding
Ensuring proper tax deductions and payments.
Employee Record Keeping
Organized employee records and documentation.
Payroll Tax Reporting
Filing payroll tax forms accurately and on time.
Payroll Services
Efficient and compliant payroll processing is essential for businesses.
Our payroll services cover:
Payroll Processing
Timely and accurate employee payroll processing.
Tax Withholding
Ensuring proper tax deductions and payments.
Employee Record Keeping
Organized employee records and documentation.
Payroll Tax Reporting
Filing payroll tax forms accurately and on time.
Compilation and Review Services
Enhance financial transparency and credibility with our assurance services:
Compilation
Organizing financial information into financial statements without providing an opinion or assurance.
Review
A limited assurance service involving analytical procedures and inquiries, providing a higher level of assurance than compilation.
QuickBooks® Services
Efficiently manage your finances with QuickBooks® software.
Our QuickBooks® services include:
QuickBooks® Setup
Proper setup and configuration of QuickBooks®.
Training
Personalized training to maximize your QuickBooks® efficiency.
Support
Ongoing support for troubleshooting and technical assistance.
QuickBooks® Services
Efficiently manage your finances with QuickBooks® software.
Our QuickBooks® services include:
QuickBooks® Setup
Proper setup and configuration of QuickBooks®.
Training
Personalized training to maximize your QuickBooks® efficiency.
Support
Ongoing support for troubleshooting and technical assistance.
At Terri A. Goleno, CPA, we are committed to helping you maintain accurate financial records, make informed decisions, and achieve your financial goals.
Our personalized approach ensures that you receive the accounting services that best align with your needs. Contact us today to learn more about how our accounting services can benefit you or your business. We are here to provide you with the financial clarity and peace of mind you deserve.