Lawrence P. Poppert, III, CPA
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Accounting Services

Our firm provides a full range of accounting services to meet all your company’s needs, always with the value-added extra.

General Accounting Services - Performed on or off premises, the services we provide are tailored to the specific needs of your company, such as:

  • Classification and posting of transactions
  • Inputting and processing accounts receivable and payable transactions
  • Preparation of monthly bank reconciliation
  • Proposing adjusting journal entries
  • Calculating depreciation and amortization expenses
  • Preparing your company’s trial balance
  • Preparing payroll for your employees
  • Supporting and working closely with your existing bookkeeper (if applicable)

Accounting Reports and Financial Statements - We can issue three levels of accounting reports, each with different levels of assurance expressed by our firm. We prepare the level of accounting report that is appropriate for your circumstances. Any prepared report will contain financial statements for management’s use and for possible use by outside third parties.

Compilation Reports - Commonly prepared for management’s use and limited third party use
Reviewed Financial Statements - Commonly required by banks and some creditors
Audited Financial Statements - Usually required by governmental agencies, creditors and investors

Strategic Planning and Consulting - We will consult with you one on one and assist with:

  • Setting and achieving your goals
  • Planning for growth (operations and staff) and increased revenues
  • Budgeting and monitoring performance
  • Improving operational efficiencies, cash flow and inventory management
  • Strengthening your human resource management function
  • Converting and implementing new accounting systems
  • Developing exit strategies
  • Completing other project-oriented engagements

 

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