Best Wallingford Accountants

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As a small business owner you have more important things to do than to keep your own books. We take care of your books for you, so you can concentrate your time and efforts into running your business. We will also come and pick up all the documentation needed to maintain your books and we will also drop it off at your convenience.

We don’t just offer advice to our clients, we come to the table with ideas designed to help them grow and prepare for the future. Helping clients with all their financial needs is the goal of our business.

11 Expectations From Your Bookkeeper

Upon request, we will provide you with the following services:
(if required, Clients Agreement available)



  • Record sales invoices from client provided documents
  • Record daily bank deposits and merchant account receipts
  • Maintain detailed accounts receivable records
  • Process vendor invoices into accounts payable
  • Maintain detailed accounts payable records
  • Record debit card transactions


  • Process client-approved vendor payments against accounts payable
  • Process client-approved non-payable payments (rent, utilities, insurance, etc.)
  • Record payroll processed by us or by the client’s third party vendor


  • Prepare bank account reconciliation
  • Record individual credit card purchase transactions
  • Prepare credit card reconciliation
  • Prepare month-end adjusting and closing journal entries
  • Prepare sales tax return
  • Accounting Advisory Services
  • Accounts Receivable Analysis
  • Balance Sheet
  • Bank Reconciliation
  • Bookkeeping
  • Budgeting
  • Business Coaching
  • Business Development Consulting
  • Business Registration
  • Cash Flow Analysis
  • Cash Flow Statements
  • Corporate Taxes
  • Credit Card Reconciliation
  • Executive Consulting
  • Financial Statements Analysis
  • General Ledger Clean-up
  • Income Statement
  • Mergers and Acquisitions Consulting
  • Payroll Services
  • Quarterly Taxes
  • Ratio Analysis
  • Sales and Use Tax Services
  • Tax Representation/Resolution

Unlimited Consultations

We are always available to spend time with you so you fully understand how to interpret and utilize the financial information we provide. Our consultations are already included in our prices, so please feel free to contact us whenever you have a question or concern.

If you'd like to receive a Free Consultation on our Small Business Accounting Service, please contact us today!


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Best Wallingford Accountants

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