Accounting Solutions
Let us handle all your accounting needs so you can focus on what you do best.
Bookkeeping, Client Accounting Services (CAS), and CFO Services
At DSG CPAs + Advisors, we provide comprehensive bookkeeping services to help you stay organized, ensure accurate financial reporting, and make informed decisions for your business. Our team handles everything from day-to-day transaction management to full-scale Client Accounting Services (CAS) and strategic CFO services, allowing you to focus on growing your business while we manage the numbers.
Bookkeeping Services
Our bookkeeping services cover all aspects of your financial record-keeping, ensuring your business’s books are in perfect order. With accurate tracking of income, expenses, assets, liabilities, and other financial activities, you’ll always have a clear view of your financial situation. Our goal is to provide you with detailed, timely financial data to make informed business decisions and maintain compliance with accounting standards.
Client Accounting Services (CAS)
Our Client Accounting Services (CAS) offer more than just basic bookkeeping; they provide full-scale financial management tailored to your business’s specific needs. CAS is designed to handle all of your accounting functions, whether you’re a startup or an established business. We take on critical accounting tasks such as monthly financial reporting, cash flow management, budgeting, and forecasting, giving you a clear financial picture to guide your business strategies. CAS services also include:
CFO Services
For businesses that require higher-level financial guidance, we offer CFO services. Acting as your dedicated financial partner, our experienced CFO team will help you develop and implement financial strategies to maximize growth, streamline operations, and drive profitability. From managing your business’s long-term financial goals to providing executive-level insights, we become an integral part of your team, helping you navigate complex financial decisions.
General Ledger Management
We ensure your financial transactions are accurately recorded, providing a reliable foundation for your financial reports.
Accounts Payable & Receivable
We manage your payables and receivables to keep cash flow steady and operations running smoothly.
Bank Reconciliation
We reconcile your bank accounts regularly, ensuring your financial records match and are error-free.
Income & Expense Tracking
We track income and expenses to help you maintain a clear picture of your business’s financial health.
Financial Reporting & Analysis
We provide clear financial reports, giving you insights to make informed decisions for business growth.
Real-Time Financial Reporting
Access up-to-date financial data to make timely, informed decisions.
Cash Flow Management
Monitor and optimize cash flow to ensure smooth operations and growth.
Customized Financial Dashboards
Visualize key metrics with dashboards tailored to your business needs.
Monthly/Quarterly Financial Close
Ensure accurate and timely closing of financial periods for reliable reporting.
Budgeting & Financial Forecasting
Plan for the future with detailed budgets and projections.
Quarterly Tax Preparation & Strategy
Stay ahead with proactive tax preparation and tailored strategies.
Financial Strategy & Planning
Develop tailored strategies to achieve your long-term business goals.
Profitability & Cash Flow Optimization
Maximize profits and improve cash flow for sustained success.
Financial Risk Management
Identify and mitigate financial risks to safeguard your business.
Mergers & Acquisitions Guidance
Navigate mergers and acquisitions with expert financial analysis and support.
Investor & Stakeholder Reporting
Provide clear and accurate reports to keep stakeholders informed and confident.
Cost Control & Operational Efficiency
Streamline operations and reduce costs to enhance business performance.
Balance Sheets
Created detailed reports to provide a snapshot of your business’s assets, liabilities, and equity.
Income Statements
Summarize revenues and expenses to show your profitability over a specific period.
Cash Flow Statements
Track the movement of cash in and out of your business for better financial oversight.
Profit & Loss Reports
Highlight profits and losses to help evaluate business performance and inform decision-making.
Financial Statement Preparation
Accurate and timely financial statements are crucial for making informed business decisions. DSG CPAs + Advisors prepares clear and concise financial statements that reflect the true financial position of your business. Whether you need balance sheets, income statements, or cash flow statements, we provide detailed reports that help guide your strategic planning.
Workers’ Compensation Audits
Prepare documentation and provide guidance to streamline the audit process.
Insurance Audits
Assist with compiling accurate records to satisfy insurance audit requirements.
Financial Statement Audits
Conduct thorough audits to verify the accuracy of your financial statements.
Internal Control Reviews
Evaluate and enhance internal processes to safeguard business assets and ensure efficiency.
Audit Services
Our audit services help ensure that your business is compliant with relevant laws and regulations, giving you confidence in your financial statements. We conduct thorough audits for workers' compensation, insurance, and other areas that require strict compliance. DSG CPAs + Advisors works closely with you to understand your unique needs and provide clear, actionable insights that can improve your business’s financial management.
Comprehensive Accounting Solutions
At DSG CPAs + Advisors, we understand that effective accounting is essential for the success of any business. Our comprehensive accounting services are tailored to fit the needs of your company, ensuring accuracy, efficiency, and peace of mind. From bookkeeping and payroll to tax compliance and audits, we handle all aspects of your accounting to keep your operations running smoothly.
Payroll Services
Managing payroll can be time-consuming and complex, but with DSG CPAs + Advisors, you can rest easy knowing your employees are paid accurately and on time. We provide full-service payroll solutions that ensure compliance with federal and state regulations, handle tax calculations, and streamline the payroll process. Let us take care of your payroll needs so you can focus on what really matters—running your business.
Employee Payroll Processing
Ensure accurate and timely payroll processing for your team.
Tax Withholding & Filing
Handle tax deductions and filings to stay compliant.
W-2 and 1099 Forms
Prepare and distribute year-end tax forms with ease.
Payroll Tax Compliance
Ensure accurate calculations and timely filing of payroll taxes to meet all regulatory requirements.
Sales Tax Compliance
Navigating sales tax regulations can be a challenge, especially with the ever-changing rules across different states and industries. DSG CPAs + Advisors offers comprehensive sales tax services to ensure your business is in full compliance with all applicable tax laws. From registration and filing to audit support and tax planning, we’ll help you manage your sales tax obligations efficiently and avoid costly penalties.
Sales Tax Registration
Assist with registering your business for sales tax in all required jurisdictions.
Sales Tax Filing & Remittance
Ensure timely filing and payment of sales tax to avoid penalties.
Audit Representation & Support
Provide expert support and representation during sales tax audits.
Sales Tax Planning & Strategy
Develop strategies to minimize sales tax exposure and ensure compliance.
At DSG CPAs + Advisors, we offer tailored solutions that address the unique financial needs of your business. Whether you're a small startup or a large corporation, we customize our accounting services to meet your specific goals. Our team works collaboratively with you to ensure that your accounting processes are efficient, transparent, and scalable for growth.
Strategic Tax Planning & Customized Business Solutions
Our tax savings strategies focus on identifying opportunities to minimize your tax burden throughout the year. By analyzing your financial situation and keeping up with changing tax laws, we develop proactive strategies that help maximize your savings. Whether through tax-efficient investments or proper expense management, we work to ensure you’re keeping more of what you earn.
Quarterly tax reviews are essential to ensure your business stays on track with tax obligations and avoids surprises at year-end. We’ll regularly assess your financial position and recommend adjustments to keep your tax liabilities under control. This proactive approach allows you to make informed decisions and manage your tax strategy efficiently throughout the year.
We help you identify and take full advantage of all available tax credits and deductions that apply to your business. From research and development credits to energy-saving incentives, our team ensures you aren’t missing opportunities to reduce your tax liability. Our goal is to ensure you're optimizing your returns and minimizing your tax payments by leveraging every available credit and deduction.
Year-end tax planning is crucial to ensuring you finish the year with a strategy that minimizes taxes and prepares you for the year ahead. We help you evaluate your financial position and identify opportunities for tax savings before the year closes. With careful planning, we can optimize deductions, maximize credits, and make adjustments to avoid any unexpected tax burdens.