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  Financial Management Services

Bay Area Accountants for Medium-Sized and Small Businesses

Introduction
Accountability and performance have become more than ethical ideals. They are basic survival imperatives. A company's very existence depends on the ability to consistently make informed decisions based on accurate and timely financial information. However, collecting, understanding and effectively using financial information to manage a business is often a daunting challenge to business owners, who simply want to make every dollar count.

InConcert Financial Group’s experienced team of accounting and finance professionals provides a complete suite of services to support the business owner as they acquire and manage their company's financial intelligence. We work in partnership with our clients as their most trusted advisor to assess the current environment, define future requirements, and offer targeted options for de-mystifying and transforming the finance function.

Our Services

Bookkeeping
• Month-end and year-end data management
• Account reconciliations
• Adjusting journal entries
• Financial statement preparation
• Preparation of all business tax returns and forms, such as sales tax returns, property tax returns, and W-2s / W-3s and 1099s
• Quarterly payroll tax forms

Accounting
• Evaluate new and growing businesses’ accounting needs and offer complete solutions
• Accounting system set-up, conversion and training (QuickBooks certified ProAdvisors)
• Chart of accounts development
• Financial statement preparation

“Virtual CFO” Complete Outsourced Financial Management
• Comprehensive Bookkeeping Services
• Comprehensive Accounting Services
• Annual budget development and monitoring
• Financial data consolidation (tax, accounting, operations)
• Financial statement analysis
• Cash flow analysis and projections
• Comprehensive management reporting
• Financial systems selection and implementation
• Financial process review and control
• Tax planning, minimization strategies and statement adjustments

Click here for a Case Study.

 

InConcert Financial Group (a Biesheuvel Scarpa company): Bay Area Accountants for Medium-Sized and Small Businesses. Our expertise features a comprehensive range of economic management strategies, including Financial Planning, Wealth Management, Business Consulting, Accounting, and Tax Services. Our FORTE Newsletter offers direct, concrete advice to maximize your investments and business potential.