Accounting &
Business Advisory

Most businesses have big goals each year, but how your business operates in the day-to-day (or month-to-month) directly impacts what results you see at the end of the year. Our accounting services are designed to keep you out of the day-to-day paperwork, allowing you to work on the big goals that move your business forward. 

Monthly Financial Statements

We offer simplified monthly reports and statements to provide a quick and accurate picture of your business activity.

As part of your monthly reporting, we will provide a Profit and Loss Statement, a report that presents your monthly breakdown of sales, cost of sales and expenses.

Monthly Reconciliation of Accounts

We carefully compare and proof your bank account statement with your checkbook balance each month to ensure you are working with the correct total.

Monthly Detail of General Ledger

We provide a record of the dates, check numbers, payees and amounts of all expenses for each of your business accounts. Whether you prepare your records by hand or using one of the computerized accounting systems, the general ledger report will provide you with the assurance that your reports have been properly prepared.

Other Financial Services

Outside of the monthly paperwork that shows the progress toward your annual results, there are a number of other services that we can provide, from notary services, to end-of year statements and closing entries, sales tax and business licenses, expense tracking, and bill payment services. No matter what your business needs, Stokes & Company is sure to have a solution that works.

Strategic Planning Services

Sometimes, you know where you want to go, but aren’t quite sure how to get there – that’s where we can help. With decades of experience in all areas of financial and tax planning, strategic decision-making, and unparalleled expertise in helping business owners achieve their goals, the team at Stokes & Company is ready to sit down and help you sort through what is possible, and what moves you can make that will help take your company to another level.

 

What We Offer

As part of our strategic planning services, we offer entrepreneurs, business owners and companies the following services: 

  • Guidance regarding new and existing tax laws
  • Unlimited consultations for accounting and tax matters
  • Business structure evaluation (as needed)
  • Review of owner’s compensation structure
  • Limited personal financial planning (for owners)
  • Real estate, vehicle and equipment acquisition strategies
  • Cash flow management analysis
  • Review of internal accounting process and record keeping systems
Stokes and Company Accounting and Business Advisory Services

Get In Touch