Accounting & Bookkeeping

Proper accounting procedures and financial statements are vital to every company. It’s also important to understand what the financial statements are saying and how to use this information to make the right business decisions.

Because each business is different, we will sit down with our clients and analyze the level of accounting services they need. We can design and help implement accounting procedures for our clients’ bookkeeping team to use, or we can even have our staff act as an outsourced accounting team.  We will discuss the various accounting software services available and help our clients select the one that is right for them.

In addition to designing accounting procedures and bookkeeping work, we also offer financial statement preparation and accounting analysis. We will analyze financial activity for trends and variances and discuss our findings, as well as give advice, to our clients. This way, our clients will have accurate and up to date accounting information that will help them make the business decisions they need to make.

Our accounting services include:

  • Bookkeeping set-up and advising
  • Accounting software selection and implementation
  • Financial statement preparation
  • Outsourced bookkeeping
  • Receivables and Payables Management
  • Quickbooks ProAdvisors
  • Xero & Sage Consulting
  • Financial forecasts and projections
  • Month end close
  • Custom management reports
  • Bank reconciliations

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Securities and insurance products offered through Cetera Financial Specialists LLC (DBA Cetera Financial Specialists and Insurance Services in CA), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, an SEC Registered Investment Advisor. Cetera is under separate ownership from any other named entity.

Cetera Financial Specialists LLC does not offer tax or legal services.

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

This site is published for residents of the United States only. Registered Representatives of Cetera Financial Specialists LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor listed on this site, visit the Cetera Financial Specialists LLC site at

Home offices at 200 N. Martingale Rd, Schaumburg, IL 60173; phone 888.528.2987.

Please Note: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information or programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites to which you are linking.

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