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YOUR PATH TO FINANCIAL EXCELLENCE

Concierge Accounting Services 

About Us

OUR SERVICES

Poor bookkeeping and accounting, as well as lack of financial statement understanding, is one of the top reasons business fail. bLh blah blah

Trusted by business professionals, organizations, and CPAs for over five decades, Scottsdale Professional Accounting understands the each business has a unique set of accounting needs, and that a one-size plan is not an efficient, cost-effective solution and often results in businesses paying for services they do not need, plus incurring additional costs to add the services they do need.

Why Our High-Level Service is Unmatched

OUR SERVICES

BOOKKEEPING & TAX PREPARATION

For any business, regardless of size and number of years in operation, having an organized, accurate, and complete recording of all financial activity is crucial and provides the ability to determine how the business is performing, identify financial challenges, and make important financial decisions. 

Our bookkeeping service includes:

  • Recording of financial transactions on a weekly or daily basis

  • Recording of financial transactions on a cash or accrual basis

  • Distribution of monthly financial packages with custom reports, including financial analysis with graphs and charts

  • Monthly reconciliation of bank accounts, credit cards, and loans 

  • Preparing customer invoices and posting payments

  • Bill pay with approval authorization

  • Payroll processing

  • Reconciliation of IOLTA/trust account with billing software

  • 1099 Management

  • Preparation of yearly financials for your tax preparer

  • Attaching source documents (i.e. receipts) to corresponding transactions in QuickBooks for easy reference and audit purposes

  • Providing a secure platform for sending and retrieving sensitive financial information

  • Providing you with 24-hour access to your QuickBooks file, plus daily back up of the QuickBooks file

We service all business entity types and multi-entity/intercompany accounts

BOOKKEEPING & ACCOUNTING SUPPORT

For businesses who need the support of an accounting team, we offer a variety of add-on services including:

  • Preparing customer invoices and posting payments

  • Bill pay with approval authorization

  • Payroll Processing

  • Reconciliation of IOLTA/trust account with billing software

  • 1099 Management

FRACTIONAL CFO & CONSULTING

For businesses seeking financial insight and guidance on a short-term, on-going, or project-basis, we offer consulting services that include identifying financial challenges, creating forward-facing financial visibility, streamlining and enhancing internal processes and protocols, and leading specific projects.

  • Analyzing specific financial challenges, like cash flow issues, low gross margins, high expenses, or need to make cost cuts

  • Developing short or long-term financial forecasts

  • Preparing budgets based on forecasts

Testimonials

TESTIMONIALS

“I’m a paragraph. Click here to add your own text and edit me. It’s easy. Just click “Edit Text” or double click me to add your own content and make changes to the font.  I’m a great place for you to tell a story.”

Jonathan Smith, Lawyer

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