general@wallyrosscpa.com
"How To Make More Money, In Less Time."
Wally Ross, CPA, P.A.

 

Bookkeeping & Accounting Services


We provide a full range of accounting and bookkeeping services.  You can have services tailored to fit your needs.

You can use your time building and growing your business and your profits.  Rather let us handle your bookkeeping, record keeping, and report filing.  We can help with any or all of the following services:

  • Bank reconciliations.
  • General ledger maintenance. 
  • Compiled financial statements for your business.
  • Quarterly reporting to governmental agencies.
  • Financial forecasts & projections.
  • Cash flow & Budgeting analysis.
  • Quickbooks setup and support.

 

 

Come in for a free consultation so that we can evaluate your needs.  We will then tell you what data you need to provide, so that we can prepare the financial statements and reports for you.


Financial Statements

We can prepare compiled financial statements to fit your needs. 

What you can measure you can manage.  We can help you use these statements to better manage your business and make you more money in less time without hassle.

You need good financial records for several reasons:

  • Banks and other financing companies require reports of past performance to evaluate your business.
  • Operating decisions in a business are based on financial reports.  
  • You need a proper audit trail to substantiate your tax return numbers.

You can use some of the following business ratios to monitor your business performance on a month-by-month and a year-by-year basis:

Current ratio - current assets divided by current liabilities will measure your ability to pay your current debts.

Debt to equity ratio - Total liabilities divided by net worth will provide you with a year-to-year comparison of your ownership in the company.

Profit margin - Gross profit divided by net sales will allow you to compare your business operations to other companies in your industry, as well as monitor your own operations over time.

Receivables outstanding - Receivables divided by the average day's sales will give you the number of days' sales on the books.

 

Calculators:

Click on our calculator tab. and check out the following calculators:

Profit margin.

Financial ratios.

We will help you read and understand financial statements so that you can make good business decisions.  

 


Your Resource for Accounting Software

You can operate your business more efficiently with the right software and make it more profitable.

We can help you evaluate software so that you can implement software for your business. 

We can help you with the setup and give you support where needed.

We are able to work with your files created in the following software applications:

Quickbooks.

Peachtree.

You will make more money in less time using the following applications from your software in your business.

  • Accounts receivable.
  • Accounts payable.
  • Bank reconciliation.
  • Billing.
  • Check writing.
  • Financial statements.
  • General ledger.
  • Job costing.
  • Payroll.

We can assist you with:

  • Computer selection and set up.
  • Software selection and installation.
  • Staff training.
  • Support.

 

Your Initial Consultation - FREE!

Call us for an appointment 704.341.9611 or toll free 877.891.8226.

 

 

 



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