Bookkeeping

You need bookkeeping systems designed to fit your business’ needs. That’s where Welgaard can help. Whether you want to add our expertise to your existing team or completely outsource your accounting and finance functions, we offer reliable options.

We can help your accounting staff set up an accounting system that makes sense for your business – everything from setting up a chart of accounts to generating financial reports to help you make informed decisions for your business.

Today, outsourcing accounting and accounts payable and receivable functions is recognized as an effective management tool. Companies often incorporate outsourcing as a strategy in business planning. By outsourcing your non-core business functions, you reduce the administrative demands on your staff, and free up time to focus on providing better customer service, producing a better product, and running your business in a more cost-efficient way. Our team can customize a package of accounting outsourcing services that will supplement your current staff to lessen the drain on administrative time.

If you want us to take care of all your bookkeeping, our staff can record your transactions and prepare financial reports. We can also help with your other financial reporting requirements, like sales tax preparation and payroll processing.

 

Let us help you:

  • Pay bills
  • Create invoices to send to your customers
  • Record receipts and disbursements
  • Track your accounts payable and accounts receivable
  • Balance your checkbook and reconcile bank and credit card statements
  • Prepare and file sales and use tax reports
  • Prepare financial statements

 

 

*Advisory Services offered through Avantax Planning Partners, Inc., a registered investment adviser. Securities may be offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Additional advisory services may be offered through Cetera Investment Advisers LLC. Cetera named entities and Avantax Planning Partners, Inc. are affiliated. 3390 Asbury Rd, Dubuque, IA 52002. 563-582-2855.

Check your Financial Professionals registration status on https://brokercheck.finra.org/ and/or https://adviserinfo.sec.gov/.

Cetera named entities and Avantax Planning Partners, Inc. are independent of and unrelated to Welgaard CPAs & Advisors.