Business Services

Accounting Services
From start-ups to established enterprises, your business relies on accurate and insightful financial information to maintain profitability and capitalize on new opportunities. Our accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support for initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.

We offer:

  • General ledger and financial statement preparation
  • Bookkeeping (monthly, quarterly or annual)
  • Accounting system setup and support
  • Payroll processing
  • Cash flow budgeting and forecasting
  • Personal financial statements
  • Employee benefit and profit-sharing plans
  • Litigation support

Assurance and Advisory Services
We focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help our clients face the challenges of business planning and execution. Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law. Our assurance services will improve information quality or its context, meaning more success for your business.

These services include:

  • Compilations, review and audit
  • Entity selection and restructuring
  • Accounting software selection, implementation, and support
  • Financial projections and forecasts
  • Debt and finance advising
  • Business sale structuring and negotiations
  • Business succession

Litigation Support
Our litigation support covers a wide range of situations, including commercial litigation, financial investigations, business and marital dissolutions, and bankruptcies. These services can involve quantification of economic loss or damages, analysis of financial records, and fraud and theft investigation. Financial and personal records are complex and confusing. With our professional training we can help you organize these transactions and get to your essential information.

Bookkeeping/Write-up
Accurate record-keeping is crucial for a successful business, yet can also be complicated and time consuming. We can help you organize the day-to-day tasks of bookkeeping so you have the information you need to focus on driving your business success.

QuickBooks Accounting Help and Assistance
We support and train the QuickBooks accounting software.  This program can provide useful and timely information in the form of financial statements, reports and graphs. We don’t just help you use the software; we train you to use it more efficiently and effectively. Just imagine having real-time financial information at your fingertips. Armed  with QuickBooks, you have the financial intelligence you need to compete and win. We can help you set up your QuickBooks system, clean up your records, and train you and your team to get the most out of this powerful accounting system.  If you are asking yourself “Is there a better way to do this?” or “Am I doing this correctly?” we can help. Our QuickBooks Certified Pro Advisors analyze your company records to make sure you’re on the path that is right for you.

QuickBooks Training & Support
We are available to help. We can lend support for your issues at your location, over the phone or through the Internet to provide rapid and efficient problem resolution to continue to keep QuickBooks working smoothly. We work with you and your team, either monthly or quarterly, so you can be sure your records are up-to-date, your plans are on track, and your taxes are kept to a minimum.

Payroll Services
Our payroll services team can reduce the time you spend on administration.  We help you develop and implement a computerized payroll system that will facilitate processing, timely payment and preparation of payroll tax reporting.

Cash Flow and Budgeting Analysis
To a business entity, cash flow is something that can make or break the business’s ability to survive. We can analyze your spending, rebalance your budget and/or debts for an optimal cash flow to support your business’s success. With our help and guidance, you will always be on top of your finances and ready for the future.

Debt and Finance Advising
Whether your needs are corporate or personal, Williams, Parsons & Schiller’s professionals can help you in sort out the  options available for debt management. We can analyze your financing options to lower your payments and/or reduce the total amount of interest paid.  Re-balancing your debts can also result in tax savings. Even if you are able to handle the payments and the amounts of your current debts, our expertise may be able to save you money.

Family Business Office and Personal Financial Management
Establishing and managing your family office can be a complex task. We can alleviate the headaches associated with establishing and managing your family office. Serving as the family office for several high net-worth families, we provide a broad range of knowledge and experience. Family business office and personal financial management services we can provide include:

  • Accounting services, including cash disbursements and payroll processing services
  • Accounting services for clients’ foundations and trusts
  • Brokerage accounting
  • Monitoring securities performance
  • Personal financial statement preparation
  • Tax planning
  • Trust and estate planning and coordination
  • Guidance in arranging mortgages and other financing
  • Periodic evaluation of clients’ health, automobile and property liability insurance policies
  • We offer financial peace of mind. We come to you as a dedicated business partner and a trusted financial advisor, working hand-in-hand with you and your other professional advisors.

Business Advisory Services
We have the experience to assist you with every aspect of starting up, expanding or relocating a business. In our role as business advisors, we evaluate problems from our client’s point of view. We bring the collective experience and knowledge of our firm to improve productivity, enhance profitability, stimulate growth and manage the future. We offer:

  • Choice of entity considerations
  • Assistance with acquisitions and sales
  • Assistance with lenders
  • Financial control and cost accounting systems
  • Forecasts and projections for financial and tax purposes
  • Investment and cash management reporting
  • Evaluation of financial requirements
  • Internal control systems
  • Internal accounting policies and procedures
  • Business Valuation and Litigation Support
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Website by Keokee in Sandpoint, Idaho.