Accounting Solutions

From QuickBooks to financial reporting to trust accounting, you can leave the numbers to us.

An accounting department for your business, we help you manage what’s most important – your assets.

PDR’s experience, training, supervision and review procedures, efficiency and quality help protect your business and provide reliable accounting information so you can make well-informed business decisions.

PDR CPAs + Advisors Accounting Solutions:

  • Compiled financial statements – monthly, quarterly or annual basis
  • Client Fund/IOLTA Reconciliations
  • QuickBook reconciliations – bank transaction downloading, check writing services, reconciled bank statements, review accounts for errors and preparation of journal entry adjustment
  • QuickBook’s setup and training to include initial set up, training and consulting.
  • Payroll – initial set up, calculation of salaries and applicable taxes including online submission, client consultations with regards to payroll processes, registration for state ID #s, representation of clients on payroll audits for both IRS and state unemployment .
  • Payroll reporting – quarterly and annual filings to include:
    • Form 941
    • Form RT-6
    • Form 940
    • Form W-2 and 1099
  • Sales Tax – register and research sales tax issues, preparation of monthly and quarterly sales tax returns, consultations with clients on sales tax audits.
  • Fixed asset additions, disposals and depreciation management

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At PDR CPAs, we leverage our 48+ years of industry expertise to help you keep your finances strong and your business moving forward.