Honored as one of the ‘Top 50 Women in Accounting‘ for 2024.
Preferred
|
Crafting Back Office Solutions for Your Small Business
The engine that drives the smooth functioning of a business. It encompasses an array of critical functions, from account reconciliations and payroll to HR management and business advisory.
The Preferred Approach
A woman-owned back-office business that focuses on service-based small businesses. Preferred tailors our services to fit each client’s needs by asking the right questions and, more importantly, actively listening to the answers.
Our Services
Reconcile bank and credit card accounts
Categorize transactions
Invoice clients
Annual close of books
Annual meeting to review books and prepare next year
All Services in Accounting Package
Setup bill payments for client to approve
Track, gather and setup W-9 information for 1099 vendors
Communicate with Payroll company to run payroll and resolve any issue
Resolution of vendor issues
All Services in Controller Package
Quarterly meetings to review books and prepare next year
Produce 1099s for end of year reporting. Cost of filing with Federal and State governments included
Budget setup, modifications and analysis, run monthly budget versus actual report. Send to client
A/R and A/P tracking
Keep track of and pay tax estimates.
Testimonials
Knowing that Donna and her team are keeping a watchful eye over my mother’s finances has allowed me to let her maintain her financial freedom—and dignity—much longer than I could without them on the job. I am grateful every day for their help!
Tom B.
While working with Donna and her team, I was amazed by the dedication and hard work they portrayed with grace. They were able to accomplish so much with precisional speed, while including a white glove service for their clients. I was extremely impressed by the level of professionalism and dedication to security around each client. You know you are fully protected with them in your corner. I cannot recommend them enough to anyone who would utilize the full potential of their services!
Josh N.
Certifications
