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McFadyen & Sumner, CPAs PA
Where Good Advice Adds Up

Accounting Services


 

Meaningful data from which you can make informed strategic decisions is critical in building and maintaining a successful business. We provide services designed not only to ensure compliance with your business reporting requirements but also to help you keep better track of your business. When you partner with us, you’re free to do the thing you do best, manage your business, while we do what we do best – handle your accounting.

We provide the following accounting services:

  • Bank reconciliations
  • General ledgers
  • Financial statements
  • Sales and use tax
  • Budgets
  • Forecasts and projections

 

 

Client Bookkeeping Solution

For do-it-yourself business owners, we offer Client Bookkeeping Solution (CBS), an innovative, easy-to-use bookkeeping software program that’s customized to your needs. CBS comes with something other software doesn’t offer you – US!

CBS is designed to help you manage your daily check writing, recording of transactions, and business reporting needs.

Here’s how CBS works…

We’ll help you install CBS and get you started. Then, during each processing period…

  • You enter and print checks and record your company’s day-to-day transactions quickly and easily – so you can keep track of your checkbook balances at all times.
  • If you have questions, just give us a call – you’re not dependent on a faceless 800 number that doesn’t know your name or your business.
  • When the period is complete, make your data available to us online, via email, or on diskette.
  • We retrieve your transaction information and directly transfer it into our system – no data re-entry.
  • We ensure your transactions are properly recorded.
  • We prepare your financial statements, provide analysis, offer advice, and then deliver your statements to you.
With CBS, you can handle your day-to-day bookkeeping needs easily. And because it works efficiently with our professional accounting software, we’re able to work directly with you to consistently gain a better and more thorough understanding of your business.

To learn more about CBS, give us a call.

 

 

QuickBooks
 

We’re a certified QuickBooks ProAdvisor. We help businesses select, install, and configure their QuickBooks as well as provide ongoing training and technical support. Our accounting software integrates seamlessly with QuickBooks enabling us to import your data directly into our system thus ensuring accurate, organized information.

Whether you’re using QuickBooks desktop version or the online edition, we can help. Call us to speak with one of our QuickBooks ProAdvisors.

 

 

Accounts Payable Check Writing


 

Let’s face it, paying bills is probably one of your least favorite things to do as a business owner. Our clients depend on us for many services that help their businesses run efficiently, from payroll processing to tax preparation and investment services. Now, more and more clients are letting go of their accounts payable hassles as well and depending on us to handle it.

With so many comprehensive options available, we can tailor the perfect solution for you. Using our advanced technologies, we’re able to manage your information with maximum efficiency by integrating your accounts payable check writing and preparation of your financial statements and tax returns.

Are you tired of bill paying? If so, let us help you check accounts payable check writing off your to-do list so you can focus on running your business.

 

 

NetClient

We’re always looking for ways that will make it easier and faster for you to get the service you need from us – any time, day or night. And that’s why we offer NetClient.

Using the same secure technology as online banking, NetClient allows you to instantly access all of your financial documents directly from our website on a 24/7 basis. Need a copy of your current financial statements for your bank? Just log into your files on NetClient…and then view or print your information.

Click here to learn more about NetClient. To install the free Adobe Flash Player required to view the demo click here.

Save time – and get the information you want when you want it. It’s NetClient. It’s private. It’s secure. It’s convenient. And it’s available from our firm. To learn more or to sign up for NetClient, call us today.



 

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