Know where the business stands
Accounting and financial reporting owners can actually use.
Current books, clean reconciliations, and statements that answer questions instead of raising them — produced on a schedule you can plan around.
Every later decision — tax planning, financing, hiring, a sale — rests on whether the numbers are right and timely. Accounting is where that credibility is built, and it is the first thing a lender, buyer, or successor tests.
Recurring accounting work
Michael's team keeps the ledger current and closes on a defined rhythm, so reporting is a byproduct of the month rather than a year-end reconstruction project.
- Bookkeeping review and month-end close
- Bank, credit card, and loan reconciliations
- General ledger cleanup and chart-of-accounts design
- Financial statement preparation
- Cash-flow reporting and working-capital review
- Payroll and sales-tax filing coordination
Financial systems and QuickBooks
The platform matters only to the extent it produces reliable numbers. QuickBooks setup, cleanup, and training are handled as part of building financial systems that match how your business actually operates — job costing, departments, locations, or divisions included.
- QuickBooks setup and file cleanup
- Owner and staff training on the reports that matter
- Job, class, or department-level reporting
- Basic internal controls over cash and approvals
Reporting that supports decisions
Statements are reviewed with you, not simply delivered. The conversation focuses on margin, cash conversion, trends, and the questions that came out of the month — the same information that eventually supports valuation and due diligence.
Bookkeeping and financial statement preparation are non-attest services. Where a lender, investor, or contract requires assurance, a separate compilation, review, or audit engagement is required — see audits, reviews and compilations.
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The best time to strengthen the business you may one day leave is before the transition is urgent.
Bring accounting, tax strategy, business performance, and succession planning into one forward-looking relationship with Michael C. Williams, CPA, MS.