Financial Statement Compilation Service for Tax and Accounting Service Providers
Are you an accountant or a tax preparer serving business owners? Have they brought you the proverbial shoe box with receipts or downloads of bank transactions asking you to prepare their taxes or do their accounting work?
We know how you feel. We’ve been in that situation many times and that’s why we’ve decided to offer accounting firms and tax preparers just like yourself a solution.
My name is Alexander Larson and I am a certified public accountant with over 20 years of accounting and tax experience. My work experience includes brand name companies such as Microsoft, PricewaterhouseCoopers, and KPMG. I also worked in technology and financial services industries, and for small, medium, and large enterprises.
My accounting firm Glasgow Knight Financial and all of my business partners are proud to present a solution whereby we can take business banking and credit card transactions and use them to prepare properly prepared financial statements. For clients who need Accountant’s Compilation Report, we offer that service as well.
Here is the most important point – we do these compilation engagements without having any other accounting work done by you or your business client. We take bank and credit card transactions and prepare financial statements based on that information.
Some of our business clients carry inventory, have property, plant, and equipment, or have outstanding business loans while others accrue revenue and certain expenses at the end of the accounting period. That is not a problem for us. We will work with you to properly reflect all of these items on your client’s Balance Sheet and their Profit and Loss Statement.
We’ve encountered this business need numerous times by virtue of being part of the accounting and financial services community. Therefore, we want to help you serve your clients the best possible way – by offering a quality product at straightforward pricing.
We don’t charge monthly bookkeeping fees, we have no subscriptions or plans, we don’t limit the number of accounts or transactions that we work with.
Our pricing is straightforward, just like our service – you, as a service provider will pay a one-time set-up fee per reporting period and a set amount per one bank or credit card transaction of your client. Additional accounting work is done on an hourly basis and the Accountant’s Compilation Report has a set fixed price. That’s it. We can do this work as often as necessary—annually, quarterly, and even monthly.
As always, your client is yours to keep. We don’t need to interact with them. You will provide us with the bank and credit card data, and some other necessary information and we will do the rest.
And you? You go out there and focus on what you do best – work with your clients, help them understand their financials and how to run an efficient, well-informed business, and make a difference in this world by doing what you love.
Would you like to find out more or engage us to do this work for you? Contact us today by going to glasgowknight.com.
From fellow financial professionals to you, a fellow financial professional—thank you for what you do. We really appreciate it.
