Williams Financial Services (WFS) offers a full range of accounting services to help keep your business running smoothly.  We realize most small businesses cannot afford a full time accountant but still need the expertise.  We are here to provide that need.

We provide small businesses and individuals with all of the services they need to easily manage their accounts and cash flow, and to facilitate the preparation of tax returns.  We will take care of payroll management, insurance deductions, and all other account issues and leave you with organized and verified records.  Our staff is trained on all of the popular software packages your business may be using.  Select from our list of services for detailed information on how we can help your business.

Individual Accounting Services

• Personal Budgeting
• Bank Statement Reconciliation
• Income Tax Return Preparation w/e-filing
• Tax Planning
• Personal Financial Statement Preparation

Small Business Accounting Services

• Monthly Operating Statements
• Bank Reconciliations
• Payroll Registers
• Audit Trail
• Balance Sheet
• Budgets
• Income Tax Return Preparation w/e-filing
• Accounts Receivable / Payable

Monthly Operating Statements:  These give you a monthly overview at your business financial status so you can act on a problem or seize an opportunity before it is too late.  Every month WFS will analyze your financial picture in a proactive effort to alert you of those areas that need attention.  Watching your bottom line can often improve it.

Bank Reconciliations:  We prove out your bank balance every month and advise you of any bank errors or charges to make sure that you are cognitive about the exact amount of cash flow that is available for spending.

Payroll Registers:  These records are retained for each employee as required by law and is used to help prepare your payroll tax returns.

Audit Trail:  A record of transactions is printed out for you in case of an audit.  The format is arranged so you can use it to understand in more detail how the dollars come together on your operating statement.

Balance Sheet:  Shows cash balances, accounts receivables, taxes owed, etc.  This is particularly useful to your banker when he is trying to make a decision about a loan.

Budgets:  WFS can help you draw up a plan of action for the year.  Throughout the years, WFS can track the progress you are making toward your goals.

Income Tax Return Preparation:  WFS provide accurate on-time year end tax returns utilizing pro-active tax strategies.