Accounting Services

At Sanchez & Associates, LLC, we recognize that accurate, well-organized financial information is critical to your corporate or personal financial health. We offer a broad spectrum of meaningful and cost-effective accounting and auditing services, from bookkeeping services to financial statement preparation to financial analysis to help you to manage your finances efficiently and accurately.

Bookkeeping/Write-Up Services

To succeed in business, you need to know where you are, financially. Well-organized, accurate financial records help your business run more efficiently, and are fundamental to the business decisions you are called upon to make every day. Sanchez & Associates, LLC has the expertise to provide thorough full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and tracking and analysis of receivables and payables to help you keep your financial information accurate and up-to-date.

Compilation, Review, and Audit Analysis

Sanchez & Associates, LLC provides professional compilation, review, and audit services to businesses of all sizes. We bring a passion for detail and accuracy and a wealth of accounting and auditing experience to the examination of your financial statements. Whether you need a detailed audit for your bank, a review for potential investors, or a compilation for your annual report, or your company has a reporting or compliance need outside the standard scope of any of these, Sanchez & Associates, LLC can quickly and accurately compile your financial records into meaningful GAAP-compliant financial statements that adhere to the highest standards, offer limited-scope review testing, and can deliver complete audit attestation.

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Whether you are looking for expert advise working with QuickBooks Desktop versions or QuickBooks online, we are certified to help you choose the right software for your needs. Self employed, small businesses, retail or wholesale, QuickBooks has the right solution for you. QuickBooks has features to help you grow, manage, and maintain your business. By keeping your finances organized and in one central place, your accountant can provide better insight and help maximize your return come tax season.

With QuickBooks, you’ll get:

Money Insights: Instantly see how much you’re making so you can plan for what’s next.

Receipt Snap: Put an end to shoebox disorganization. Simply snap photos of your receipts from your cell phone and attach them to the right transactions.

Mileage Tracker: Maximize mileage deductions with automatic mileage tracking. (Self-employed product only)

Auto Expense: QuickBooks automatically downloads and categorizes bank and credit card transactions.

Smart Invoice: With free bank transfers, you can receive payments without fees. Plus, we’ll let you know as soon as invoices are paid. If you receive payments via ACH or credit cards, QuickBooks automatically matches the received payments to your invoice saving you time!

Virtual CFO Services

Whether with QBs online or any other software, small businesses & nonprofit organizations sometimes can't afford a full time comptroller or internal CPA; let us offer our services to supervise your bookkeeper or accounting department on an as-needed basis. Management and Boards will be happy to have an external eye on the books & bookkeepers and internal accountants love to have an outside professional to consult for peace of mind!