The books, the software, the reports. Each piece has a job to do—and they need to work together.
Sullivan, Dixon & Co.’s accounting services include bookkeeping, financial statement preparation, payroll reporting, and QuickBooks help. The firm also lists accounting system setup and support with software selection and implementation.
Records that support
the conversation.
Bookkeeping
Support for the day-to-day accounting records, including monthly, quarterly, or annual bookkeeping arrangements as described in the firm’s service list. Discuss the frequency and responsibilities that fit your business.
Financial statements
Preparation of financial information for management use. The firm’s published description explains that its financial statement service does not express an opinion or other assurance on the underlying information.
Compilations
The firm also lists compilation services based on information supplied by the client. Discuss the type of reporting you need directly with the office before assuming that an audit or review is included.
Help with the tools
and recurring tasks.
QuickBooks support
Setup, training, and reporting support can help connect the system you use to the work you need to do. Bring the version of your software and the questions you want to resolve into the first discussion.
Payroll reporting
The firm lists payroll support and payroll tax return preparation. Ask how this work would fit with your existing process and any outside payroll provider.
Define the work together.
A useful engagement starts with clear responsibilities. Which tasks will the firm handle? Which remain in your business? How often will information be supplied and reports prepared?
Confirm the proposed services, timing, and fees before work begins. A change in your business or in the records available may mean the scope needs another conversation.
Come with a picture
of the current process.
- How you record sales and expenses.
- The accounting and payroll tools you use.
- Who currently handles each task.
- The information you need from the books.
Independent service-page design sample based on the firm’s published services. Availability and engagement terms must be confirmed directly with the office.
Read the preparation guide