Levels of Service

Levels of Service

I have used HLB Gross Collins for personal taxes and partnership returns for over 10 years. I have found the firm and my primary contact, Abigail Hampton to be competent and responsive even when I have been late providing information. I have no reservations in recommending Gross Collins and Abigail to anyone needing a CPA.

Steve Zeis CEO & Founder

Zeis Brothers Investment

Outsourced Accounting Levels of Service

Whether you need basic accounting and bookkeeping services or more intensive financial analysis and reporting, we have the personnel and expertise to create a tailored solution that fits your budget. Let us work with your organization to identify the level of need that is right for your business. Each level builds upon preceding level of service.

  • Basic - General Accounting and Bookkeeping
  • Basic Plus - Supervision of Employees and Accounting Output
  • Premier - Create Insights
  • All Access - Implement Action Plans for Improvements, CFO management advisory services

Basic

Basic Plus

Premier

All Access

Develop Chart of Accounts

X

X

X

X

Post accurate general ledger entries

X

X

X

X

Write checks, create invoices as needed

X

X

X

X

Month-end close of internal financial statements

X

X

X

X

Process payroll

X

X

X

X

File payroll tax returns and 1099-misc

X

X

X

X

Accounts receivable and accounts payable

X

X

X

X

File and record management

X

X

X

X

Cash management

X

X

X

X

Accounting supervision of client work (or full outsourcing)

X

X

X

Develop and supervise GAAP financial statements

X

X

X

Develop and supervise management reports

X

X

X

Produce tax reports

X

X

X

Develop budgets and compare to actual

X

X

Develop KPI's and analyze performance

X

X

Define Peer Group and perform benchmarking analysis

X

X

Analyze trends, current performance, and expectations, and report strengths, weaknesses, opportunities, and threats

X

Develop individualized Business Scorecards to track progress

X

Conduct periodic meetings with management for accountability sessions

X

Assist in developing growth goals assessment

X

Tammy M. Guelfo headshot

Meet Your Expert

Tammy M. Guelfo

Meet Tammy M. Guelfo

Packard has been a client of HLB Gross Collins for 33 years, through the tough years and the growth years. They have been a loyal and trusted advisor to us for everything from Audited financials to our recent transition to 100% ESOP, we could not have completed this transaction without their expertise. The firm has grown with us over these years and we look forward to trusting them for all our accounting and tax needs for many years to come. I don’t know how to say enough about how I trust the advisors and friends I have a HLB Gross Collins.

Susan Kirkland, President

Packard, Inc.

I am happy to write this recommendation regarding the professionalism, integrity, and technical expertise of HLB Gross Collins P.C. (HLB). The professionals at HLB always exhibit an exceptional level of competence while diligently working to adhere to deadlines.
Additionally, HLB Gross Collins, P.C. applied their expertise in calculating the U.S. GAAP deferred tax provision. The firm exhibited tremendous tax knowledge in this area and we were impressed by their expertise.
I am happy to recommend HLB Gross Collins, P.C. based on their international expertise, specifically related to GAAP, as well as their technical ability and attentiveness to quality and personal relationships.

Randall Mertz, President & CEO

ORAFOL Americas Inc.

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