Auditing & Accounting
Knowing what your numbers are today is the key to planning for a more profitable and successful tomorrow. Spinelli CPAs offers a full scope of accounting, auditing, and bookkeeping services for small to mid-sized businesses, non-profit organizations, families, and individuals.
Quickbooks Training & Consulting
Take charge of your business with clarity and confidence. Our certified Quickbooks Pro Advisors will get you up to speed on this invaluable DIY accounting software in no time.
Learn how to:
- Track your income and expenses
- Use Quickbooks for payroll
- Generate and pay invoices
- Accept payments
- Get an organized snapshot of your numbers at the click of a mouse
Our one-one-one training sessions allow you to go at your own pace and customize lesson content. Learn in person at our office locations or remotely from the convenience of your own home or office.
Compilations of Financial Statements
Compilation services can provide a simpler, efficient alternative to audits for a range of purposes, both personal and professional.
They can be used to:
- Streamline your tax return preparation
- Support a loan application
- Inform and guide your own internal decision-making
Our compilation engagements give you a clear, high-level view of your finances, from specific transactions to overall cash flow and profitability.
Auditing of Financial Statements
When you need a complete, in-depth assessment of your finances with full documentation and the highest level of assurance, an audit is in order.
Audits give you:
- Testing of accounting processes
- In-depth examination of any inconsistencies
- A complete report with the auditor’s professional opinion
- Verification of financial transactions
- Assessment of interntal controls
When your lender, investor, insurance company, or state requires an audit, you can count on Spinelli CPAs for unmatched attention to detail and a friendly, professional experience.
Review of Financial Statements
A review is appropriate when you require a deeper look into your finances than a compilation can provide, but not the intensive research of an audit.
- An overall snapshot of your financial health
- Identification of any accounting inconsistencies
- Analytics and analysis of accounts
Reviews can give you and your lender the right level of insight and assurance without the time commitment or expense of an audit.
Agreed-Upon Procedures & Attestation Services
Agreed-upon procedures is a broad set of services that can include verification of documents, data, and proper implementation of processes and procedures.
It entails the collection of certain information and the evaluation of that information’s accuracy or consistency.
Bookkeeping
Our friendly and impeccable bookkeeping services help you stay up-to-date, on track and worry-free.
We offer:
- Income and expense tracking
- Data entry
- Preparation of balance sheets and income statements
- Reconciliation of bank accounts and credit cards
- Oversight of invoice filing
Contact us for more information!
More Services
Tax Strategy & Compliance
Expert guidance navigating an ever-changing tax landscape while minimizing your tax burden.
Consulting & Advisory
Your source for reliable, trustworthy advice from experienced professionals who care.
Trust & Estate Services
Tax and accounting services for trusts and estates including consulting on estate planning to protect your savings and assets to transfer to the next generation.
Why Work With Us?
