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Client Services

Client Services

We believe the owners of small and emerging businesses need access to a full-service accounting firm. Our commitment to this belief led to the development of our Client Services Group, allowing us to offer a wide range of accounting services to our clients at a cost that fits their budget. Many of the Wegmann Dazet professionals in this Group have years of experience working in businesses just like yours.

The needs of small and emerging businesses vary widely depending on several factors. Our approach is to build the client relationship by understanding the unique aspects of your business to partner with you to promote success.

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Client services offered:

  • Outsourced accounting
  • Outsourced Controller/CFO level consulting
  • QuickBooks Desktop and Online setup, training, and consultation
  • Financial statements preparation and analysis
  • Business consulting and tax planning
  • Quarterly and annual payroll tax filing
  • Monthly sales tax filing
  • Preparation of 1099s
  • Personal property tax self-reporting form preparation (Ad Valorem)

Sample projects our team has completed:

  • New QuickBooks file setup
  • QuickBooks Desktop conversions to QuickBooks Online
  • Process evaluation and improvement
  • Inventory systems design and implementation
  • Sales tax code setup and implementation

Give us a ring to start helping your business succeed and grow.

FOR ASSISTANCE WITH OTHER A&A Services

Financial Audits, Reviews and Compilations Having accurate, high quality, and timely financial statements is crucial in your company’s growth and success.
AUPs We provide agreed-upon procedures (AUPs) for clients to address a specific requirement or to verify certain transactions, for non-profits and for-profit companies.
Retirement Plan Audits Companies offering retirement plans have a fiduciary responsibility to follow plan documents and complete all required filings. Take advantage of our ability to perform your retirement plan audit efficiently and effectively.
Client Services Our approach is to build a client relationship by understanding the unique aspects of your business to partner with you to promote success. Owners of small and emerging businesses need access to a full-service accounting firm.
Internal Controls We’ll help you create a formalized system of effective internal controls, ultimately to mitigate your strategic operational and financial business risks.

Contact us

Our knowledgeable team is ready to talk.