Client Accounting & Advisory Services

Permanent:

We can provide outsource accounting services based on a rigorous evaluation of your organization’s needs and requirements. Some of our services include:

• Evaluate current accounting department policies and procedures.
• Identify improvement areas, which include software upgrades, staff training, and changes to policies.
• Assess and recommend procedures necessary for your staff to continue to perform, such as opening mail, making deposits, and other non-accounting tasks.
• Identify and provide the higher-level services which Cover & Rossiter’s experts are better equipped to perform, such as preparing financial statements, software set-up and training, preparing board meetings, budgeting, and implementing cost-cutting initiatives.

Temporary:

Sometimes, our outsource accounting services satisfies temporary needs during a transition period. The perfect time for our involvement is when your organization is considering a change to your accounting personnel due to planned or unplanned turnover. Our team of professionals can come into your organization and streamline processes, create standard work flow and work papers, and implement procedures designed to make the department function at a higher level, while focusing on internal controls to protect the organization. We can also work with your new accountant to insure that they are properly trained and have the skills needed to successfully perform their job.

Our team provides you with software setup and training with several accounting software programs including; QuickBooks, Sage 50 and Bill.com. We also assist clients with establishing import/export links with credit cards, bank accounts, and online bill payment services. We guarantee your staff’s technical skills with each provided software will be noticeably improved after training with our team.

Our team can assist with your year-end tax planning and preparation for your auditors. This valuable service will help you be better equipped for both tax preparation and financial audits.

Our services are ideally suited for many types of companies, including Nonprofits, Dental Practices, Investment Management Firms, Law Firms, Manufacturers, Contractors, Retail Shops, Real Estate Sales and Property Management, Publishing Companies, Medical Practices, and Child Care Facilities.

Imagine your in-house accountant suddenly leaves and your business is stuck with fast approaching deadlines. We have seen it before and it’s not an easy situation. We have organized offices, updated and improved accounting systems, worked closely with directors, IT departments, and top management and provided up to date technology all while keeping the firm on track.

You will know quickly if we are what your business needs. We will get up to speed quickly and help you with your accounting needs as you move towards a permanent solution. We have helped clients with buying & selling property, coordinating personal accounting needs, projecting incomes to avoid any taxation surprises and much more.

We excel at providing consultations to clients who need to assess whether they need outsourcing their accounting services, either temporarily or permanently, is the most effective solution for their business. We look at your operating expenses and other factors to determine recommendations that will ultimately improve efficiency and effectiveness. We have used this process successfully a multitude of times and have often been the difference between a firm just staying afloat and one thriving.