Financial Business Accounting Services


The AccountsFit Solution

Whether you are forging a new path with a brand new startup or well on your way and looking for financial support, AccountsFit has the right solution for your unique business needs. Call us today to schedule a one-on-one business consultation to get your AccountsFit.


Services We Provide

We take care of your books for you, so you can focus on running and growing your business and increasing your profits.


We have 30+ years of tax, accounting, and finance experience, including international. We provide a unique advantage toward understanding your needs in accounting, treasury, finance, tax, and operations.


Our clients include businesses with under $1 million in revenue and over $1 million in revenue with single and multiple entities, Sole Proprietors, Corporations, Partnerships, Sub S corporations, LLCs, and Individuals from all walks of life.


We provide tax planning and compliance, accounting, treasury, finance, and technology implementations to clients in all industries.


  • Retail
  • Hospitality
  • Professional Services
  • Medical Collections Services
  • Energy
  • Restaurants,
  • Clubs
  • Manufacturing 
  • Construction 
  • Non-Profits
  • Agriculture
  • Technology
  • Charities

Every business and individual is unique and deserves personalized, professional, and courteous service. We can help plan for all types of financial decisions. Our experienced staff will provide expert, friendly service and our rates are competitive.

Please call us for your free initial consultation.

Business Accounting Services

We offer the following services to provide you with a solid foundation for your business accounting. You may customize your package of services to suit your unique needs.

QuickBooks Online

Let us set up your business on QuickBooks the ideal way from the inception to facilitate accrual basis accounting, raising capital, filing tax returns, and ultimately selling or exiting your business when you retire.

On-call CFO

With 30+ years of experience in the business, we can serve as your CFO on an as-needed basis.

Convert Cash Basis to Accrual Basis
Accrual-basis financial statements are viewed as more competitive in the marketplace enabling your business to raise financing more easily when needed, and you gain a real measure of your business's true performance.

We will come out to your business to examine all areas of your business, including reconciling cash accounts and conducting a physical count of inventory, products/parts.

We will record fixed assets for all machinery/equipment, set up depreciation schedules for fixed assets, establish accounts receivable for those customers to whom you give payment terms beyond COD, and accounts payable for your vendors who give you extended times.

We will set up an accrual for payroll and payroll taxes, review loan agreements and set up an amortization schedule for debt service, set up prepaid assets for insurance policies and other prepaid expenses, and an amortization schedule for prepaid assets. We will create a balance sheet that contains all assets, liabilities, and owner's equity for your business.


Tax Planning and Preparation

With our goal to minimize your taxes both today and in your future, we offer a long-term plan for yourself and your business, including tax planning and tax return preparation for all, including corporations, partnerships, subchapters, LLC’s sole proprietorships, and individuals.

Succession Planning

When planning to retire, you may want to sell your business. If so, accrual basis accounting makes your business more marketable. We can advise you on how best to prepare your business proactively for sale that will pave the way for you to command the highest price possible whenever you decide to retire.

To sell your business at a maximum price requires clear, accurate financial statements, with excellent transparency in all your business decisions. Consider either running all payments to owners as payroll or delineating dividends separately on the balance sheet.

Generate Balance Sheet and Income Statement

Financial statements are useful to see how well your business is performing and provides a tool to deliver to your bankers when you need financing.

Statement of Cashflows

Having us provide a Statement of cashflows points out areas of opportunity where improvements can be made.

Reconcile Your Bank Account and Other Balance Sheet Accounts

Having us reconcile your bank accounts each month allows you to identify lost checks, lost deposits, and unauthorized wire transactions, detect and prevent excess/unjustified bank charges, and ensures deals are posted correctly by your bank.


Budgets and Variance Analysis

Having a Budget with Variance Reporting and Year-End Forecast Reporting (Remaining Task) is a reliable tool to help you achieve your goals. Charlie H. expressed great gratitude to me for providing information so very instrumental in helping him to overachieve his goals for the year.

Cash Forecasts Short Term and Long Term. Having us build your cash forecast helps you plan to minimize short-term borrowings and help you prepare for future financing needs to grow your business to the next level. Cash forecasts also provide helpful information to help turn around a financially troubled company.


Cash Management & Security

AccountsFit provides treasury management services to allow our clients the ability to optimize their cash flow best. This will enable clients with tight cash flow the ability to fund payroll and to take advantage of early payment discounts when available.


Online Banking Bill Pay is the best prevention against fraudulent activity in your bank accounts. Theft happens. Efficient cash management ensures all your cash is always fully utilized daily and working for you and earning income daily. I saved over $100,000 annually in bank fees with robust and effective cash management.


Key Performance Indicators

These are tools used to measure your business’s performance in all areas and help you identify opportunities for improvement and ultimately reach your financial goals. They include DSO, DPO, Inventory turnover, gross margin %, % EBITDA to revenue, %net income to tax, times interest earned, and others.


Budgets & Variance Analysis

Budgets are a great tool to help the company plan for growth and achieve its business goals. Typically, budgets are prepared on an annual basis for the next fiscal year and a five-year budget for longer-term planning. Maintaining monthly Variance Reports is a great tool to help you keep your business on target.

Bank Account Reconciliation

Another great tool to identify fraudulent payments in your account is by reconciling all of your bank accounts.

Acquire Financing

We can assist you in seeking financing to grow your business by providing you with individual financial reports your lenders may request.

Cash Forecasts Long Term and Short Term

Forecasts are an excellent tool used for planning funding payroll, funding anticipated large expenditures, or for use in managing a problem area in your business. Larry L. used my cash forecasting to turn around and save a troubled company from failure.

Mergers & Acquisitions

If you seek to acquire another business to grow your own business, we can provide some financial analysis for your use in evaluating whether the new company will benefit your existing business.

Debt Compliance Reporting

We can assist you in providing your lenders with the financial reports they require as a term of the financing agreement.

CPA Services at Rates You Can Afford

Time is money, and we intend not to waste either. Our mission is to help you with financial service needs and manage every dollar spent, earned, and invested. We believe that you are investing in us, and we plan to make that an investment that generates income.

Next Steps

The next step is simple, we talk. To provide a solution, we need to know what you are looking for. An AccountsFit representative will meet with you one-on-one for a free evaluation. From there, the plan for a fit financial future can be made.