Services
Spencer Accounting offers a diverse range of financial services from core monthly processes and analytics to future-ready forecasting.
Monthly Bookkeeping
Financial Reporting
Forecasting and Analytics
Small Business Tax
Monthly Bookkeeping
Our monthly bookkeeping solutions provide accurate, reliable and tax-ready books
- Categorize Transactions
- Bank and Credit Card Reconciliations
- Balance Sheet Analysis and Reconciliation
- Analyze Outstanding Invoices, Checks, and Deposits
- Maintain Chart of Accounts
- Business Results Analysis
- Adjusting Journal Entries
- Annual Property Tax Filing
- QuickBooks ProAdvisor Expertise
Financial Reporting
Have confidence in your financial results with timely reports and custom insights
- Analysis and Insight Summary
- Profit and Loss
- Cash Flow Statement
- Balance Sheet
- Additional custom reports based on business needs
Forecasting and Analytics
Optional add-on services for growth and long-term profitability
- Cash Flow Forecast
- Current Year Revenue and Expense Projection
- Budget vs. Actual Monitoring
- Long-Range Forecast
- Marketing Analysis
- Customer Insights
- KPIs
- PowerBI Dashboards
Small Business Tax
Bundle tax services with monthly accounting for an all-in-one financial solution
- Annual Federal and State Tax Forms and Filing: 1040, 1065, K-1, 1120-S
- Quarterly Tax Payments
- Year-End Business Filings: W2, 1099, 1096
- Sales Tax Filing
- Depreciation Schedules