General Accounting

  • Download and categorize all checking, credit card and loan transactions monthly – Includes clean-up of current year
  • Reconcile all checking, credit card and loan accounts monthly
  • Prepare monthly profit and loss statements
  • Financial review with owner/doctor after 90 days and every month after - Target goals for supplies, lab fees, wages, fixed costs and overhead
  • Creating a forecast and a budget
  • Personal Property Tax Rendition and Reporting
  • Prepare annual financial statements for tax accountant
  • Tax advice
  • Network with our CPA for additional tax services and accounting advice