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Accounting, Auditing and Bookkeeping


  • Financial statement audits (For-profit and non-profit entities)
  • Employee benefit plan audits
  • Single audits
  • Peer Review Letter

Accounting & Bookkeeping Services

  • Accounts payable and receivable processing
  • Adjusting and closing procedures and entries
  • Business Financial Analysis
  • Compiled and reviewed financial statement reporting
  • Controllership services
  • Personal financial statement reporting
  • QuickBooks implementation, support, and consulting
  • Special purpose financial statement reporting

* These services are not offered through Cetera Financial Specialists LLC and Cetera Investments Advisers LLC