Peace of mind today. Achieve your goals tomorrow.

We understand that you didn’t go into business with the hope of getting distracted by accounting, tax and compliance issues. We also know the importance of a trusted team to help navigate the complexities of the business world. At Peterson Sullivan LLP, we manage your accounting, handle your tax and compliance issues, and help achieve your business goals. Plus, the PS Experience provides access to our comprehensive accounting and business advisory services right at your fingertips.

Our Managed Accounting Services include customizable service packages to align with your needs now – and in the future:

Accounting System Design and Setup
• Accounting records clean-up and catch-up
• Accounting system design
• Cloud-based solutions implementation

Bookkeeping and Accounting
• Expense categorization and posting
• Revenue categorization and posting
• Bank and credit card reconciliations
• Balance sheet reconciliations
• Adjusting journal entries
• Financial statement preparation

Tax and Compliance
• State and local taxes
• Federal taxes
• International taxes
• Strategic tax planning

Financial Operations
• Bill payment
• Payroll
• Corporate credit card management
• Employee expense reimbursements
• Invoicing

Business Strategy and Advisory
• Strategic planning
• Financial forecasting
• Budget and cashflow analysis
• Financial modeling
• Virtual controller/CFO