Accounting Services

Financial record keeping is essential to a business’s success. Southgate Financial Services can provide you with CPA level expertise to best service your business needs. Businesses can opt for either a complete outsourcing of their accounting and financial reporting services or choose only the level of support and advisement that is currently missing from your day-to-day operations.

Southgate Financial Services can also provide outsourced CFO / Controller services based on almost 40 years of experience as a CPA in a variety of different industries and disciplines. These services would be designed to fully integrate with your day to day accounting and financial reporting functions as well as being coordinated with income tax services.

We will provide assistance for your general ledger accounting needs primarily using Quickbooks (either desktop or online), choosing the application that best fits your needs. The selection of services that would be included consist of installation of your initial Quickbooks files, Chart of Accounts set up (with Business Analysis Needs), Functional Banking and Credit Card Imports, Receivables with either/or credit card and direct payments to your bank account, Setup of Memorized Transactions, Cash Management Services, Financial Report design, analysis of existing Quickbooks files, desktop to online conversion if needed and training.

We can provide for both cash basis and accrual accounting, providing guidance, support and review for your monthly general ledger journal entries along with financial statement preparation, review and analysis.