Casey peterson, ltd. accounting services

Casey Peterson, Ltd. understands not every business has the ability or the resources to manage bookkeeping, payroll, and complicated reporting. That’s why we offer a team of CPAs, accountants, and advisors to help companies that require generalized financial management but are too small to hire an in-house accountant or bookkeeper.

ACCOUNTING SERVICES WE OFFER:

• Accounting Financial Statements
• Accounting Software Training and Consulting
• Bookkeeping and Accounting Services (Monthly and Year-End)
• Payroll Processing and Payroll Tax Services

accounting financial statements

Accounting financial statements give you well-timed monthly, quarterly, or annual financial information to help you make informed decisions, project income taxes, or monitor operations. In the process, Casey Peterson, Ltd. CPAs become familiar with the accounting principles and practices common to your industry and acquire a general understanding of transactions and how they are recorded.

compilation

A compilation is often sufficient for bankers, bonding companies, donors, and owners of private companies, but if a business needs to provide some degree of assurance to outside groups that its financial statements are reliable, it may be necessary to perform an audit or review. Learn more about these services on our Audit & Assurance Services page.

financial statement preparation

Financial statement preparation engagements are a relatively new service to the accounting industry. This service allows for the preparation of financial statements for management purpose only. This services reduces the burden and costs associated with a compilation engagement because the financial statements produced are not allowed to be used by third parties. This allows management have monthly, quarterly, or annual financial statements to assist them in their decision making.

accounting software training and consulting

QuickBooks, the most popular accounting software available today, can save you and your company considerable time and money – if you know how to use it.

The QuickBooks ProAdvisors at Casey Peterson, Ltd., have decades of collective experience with the software and can help anybody use it more efficiently, from getting set up to taking advantage of more advanced features. We regularly teach QuickBooks seminars to the public and provide personalized training for individuals and businesses that require one-on-one assistance.

Along with QuickBooks, our accounting software experts are knowledgeable in several accounting software systems available, including industry specific software. They can assist you in installing, setting up, and learning all you need to know to maximize the software that best fits your accounting needs.

See a schedule of upcoming seminars, or contact us for a quote on personalized training and/or consulting.

Bookkeeping and Accounting services (monthly and year-end)

We do more than payroll and taxes. Casey Peterson, Ltd. also offers bookkeeping, personal accounting, and business accounting services. This includes data entry, budgeting, accounts receivable and accounts payable maintenance, W2 and 1099 preparation, sales and excise tax return preparation, accounting software consulting, and depreciation schedule maintenance. We can also maintain your checking account by issuing checks, recording deposits, and account reconciliation.

Our CPAs and accountants also offer personal money management and assistance in managing your finances to enable you to better understand your financial situation.

payroll processing and payroll tax services

The CPAs, accountants, and financial experts at Casey Peterson, Ltd. pride themselves on offering friendly, courteous, and prompt payroll services, and are always up-to-date on changes in payroll reporting. These payroll services include payroll document review to ensure proper reporting, payroll processing, issuing of payroll checks, making payroll tax deposits, and filing of quarterly and annual payroll reports.