Levels of Service

Levels of Service

“Crunching Numbers” for me is only one of the many things I appreciate about HLB Gross Collins. Over the many years of working with Pauline, who I consider my accountant and friend, I have developed a relationship which reflects trust and loyalty. I know she has my best interest as a basis for all her advice. Caring may be the key word. She is always available to guide my decisions in a supportive and professional manner. I consider myself fortunate to be a client.

Sara Thomas

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

HLB Gross Collins, P.C. consistently demonstrates integrity, professionalism, and technical ability. Additionally, they adhere to time deadlines, and most of all, display a concern and passion for our best interests.

Curtis A. Pollock Co-COO & J. Bruce Bolick CFO

Greystone

With international dealings, not all CPA firms are created equal. Frustrated with complicated and inaccurate advise by our previous CPA, we were referred to HLB Gross Collins. HLB has been there to get to know who we are and to help us grow along the way by making suggestions and referrals that work for our business. No question is too small or large, all receive respectful and timely replies. The personal, reliable and professional services that Iliana and HLB staff have provided has been beyond measure, in the more than 11 years since we made the change.

Marc Lacourly

Prime Industries Inc.

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