WollackLewitz provides bookkeeping and client accounting services, so you can spend less time buried in paperwork and more time doing what you enjoy. We tailor our services to meet your specific business or personal needs, whether your company is growing and you require additional support or you find yourself needing a more streamlined bill pay and reporting process.
How We Can Help
Quickbooks Advisory Services
As a QuickBooks ProAdvisor Program Member, WollackLewitz can help you maximize mileage from your QuickBooks accounting software. Our knowledgeable staff can handle the installation and implementation of a customized industry and client-tailored chart of accounts. They can also facilitate the training of staff and owners on how to utilize the features in QuickBooks to meet your business’s needs.
We’re also available to answer questions and review your QuickBooks file throughout the year to be certain you stay on track, ensuring that you’re in a position to grow your business with full confidence in the accuracy of your financial information.
Revenue and Expense Reporting
Commonly referred to as the income statement or profit and loss, revenue and expense reporting can be a key element to keeping track of the profits of a company for any given period. You may not have a system in place to provide you with the best financial picture of your business. This is where our professional expertise can assist.
Key Accounting, Finance, IT, and Operational Controls
Operating with weak internal controls is similar to leaving the front door to your home standing open each day and hoping no one is tempted to help themselves to your valuable assets while you are away. At times you may need a trained outside professional to evaluate your operations and to perform an internal control risk assessment. Such risk assessments help determine if the appropriate controls are in place to ensure proper handling of resources and to reduce the risk of loss due to fraud, waste, and abuse.
We can assess your internal control systems to determine the efficiency and effectiveness of your operating procedures. We help your business become stronger and more effective by providing recommendations to correct any inefficient or ineffective operating procedures we find.
Effective design, implementation, and operation of an internal control system helps an entity to operate efficiently and effectively, report reliable information about its operations, prepare financial statements (when required), and comply with applicable laws, rules, regulations, contracts, and grant agreements.
Outsourced Accounting and Controller Services
At WollackLewitz, our practice serves as an extension of your team by bringing you the services and advice you need for a strong financial foundation. From back-office support to outsourcing the entire function on an interim or permanent basis, we offer a flexible approach, remote capability, and a variety of service models from weekly to monthly to as-needed.
Our credentialed and experienced accountants deliver accounting services and information that help you make informed business decisions. We offer a wide breadth of services, from bookkeeping to the controller to managing your financial infrastructure. Working with startups to middle-market companies, our key services include:
Assisting with complex accounting issues:
- Developing and implementing financial and business plans
- Analyzing financial strategies
- Managing and projecting cash flow
- Budgeting and forecasting
- Maintaining general ledger
- Preparing and adjusting journal entries
- Managing accounting, tax, and payroll records
- Planning and compliance for taxes
- Preparing and filing payroll and other tax returns
- Supporting QuickBooks