Back to top

Accounting services

Lund CPA and Consulting Services, PLC provides a wide range of services to individuals and businesses in a variety of industries. At Lund CPA and Consulting Services, PLC, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Our professional services include:


Accounting Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Lund CPA and Consulting Services, PLC's accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.

These services include but are not limited to:

  • General ledger and financial statement preparation
  • Bookkeeping (Monthly, quarterly, or annual)
  • Accounting system setup and support
  • Payroll processing
  • Financial statement preparation
  • Personal financial statements

Audits, Reviews, and Compilation

Lund CPA and Consulting Services, PLC's financial statement services comprise all three levels of assurance depending on your company's needs.

Audits

Audits offer the highest level of assurance to third parties, and include in-depth examination and confirmation of account balances, inventories, and selected transactions. We perform audits for you to remove errors, ascertaining the validity and reliability of your information.

Reviews

Reviews provide limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis. We perform reviews to ensure the integrity of your data.

Compilations

Compilations are usually requested for internal purposes and are based upon information provided by a company's management. They do not offer assurance but may involve some adjustment to accounting records.

Bookkeeping/Write-up

Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Lund CPA and Consulting Services, PLC can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.

Bookkeeping/write-up services include but are not limited to:

  • Accounts receivable - customer invoices and collections
  • Accounts payable - vendor bills and payments
  • Payroll - preparation and transaction posting
  • Payroll tax - deposits and forms
  • Reconciliation of bank accounts - checking, savings, credit cards
  • Worker's compensation audit information requests

Performed on a monthly, quarterly, or annual basis, Lund CPA and Consulting Services, PLC can complete bookkeeping/write-up services with financial statements.

Payroll Services

Lund CPA and Consulting Services, PLC's payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns.

Payroll services include but are not limited to:

  • Payroll preparation and transaction posting
  • Payroll tax deposits and forms
  • Form 1099 and 1096
  • Form W-2 and W-3

QuickBooks Accounting Assistance

We are QuickBooks ProAdvisors! QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don't just help you use the software, we help you use it more efficiently and more effectively.

Lund CPA and Consulting Services, PLC offers the following solutions to help meet your QuickBooks needs:

Personal Training

We train you personally! Either one-on-one or several individuals within your organization at your company's location.

Installation

We install QuickBooks on your stand alone computer or in a network environment, in either single- or multi-user mode.

Setup

We assist new QuickBooks users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.

Support

Our QuickBooks support service can assist you with any installation, setup or operation assistance you might need. In addition, our support is not limited just to the software part of it, but we can also provide accounting and payroll assistance.

Review

Our QuickBooks review service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to review your transactions, accounts and reports. This review ensures that you receive timely, relevant and reliable financial information. We also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business.


Information Request for Services Listed Above