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



*Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRASIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Welgaard CPAs & Advisors Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses. Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.