Levels of Service

Levels of Service

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

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

“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

As a former principal at HLB Gross Collins, I am pleased to continue to be able to work with the firm’s professionals as the Chief Financial Officer of a long-time client of the firm. Serving a complex operation such as Mirasco’s is challenging, and Michael Bohling and Iliana Malinov meet that challenge by constantly thinking about our business and being in regular contact with me. Along with the managers, Adil Amou and Michelle Jenkins, they keep us current on reporting and tax developments. Our international scope requires advisors who are constantly thinking about all the implications of our transactions, and the HLB team does a great job bringing us ideas and responding to our questions.

Rick Hamilton EVP & CFO

MIRASCO Inc.

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