Team-Based Accounting and

Financial Management for Businesses and Individuals

Free up your time with expert financial management from our team of accountants and CPAs. We improve profitability, streamline processes, and provide strategic insights so you can focus on what matters most. Enjoy reliable support at a fraction of in-house costs.

Team-Based Accounting and

Financial Management for Businesses and Individuals

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Functional Support Services

At Blackledge Financial Services, we streamline your financial operations with a full suite of support services:

Bookkeeping & Monthly Closing: Maintain accurate records and reconciliations, with monthly books reviewed by a licensed CPA.
Financial Reporting & Management Reporting: Provide customized monthly reports and key metrics to enhance business intelligence and support decision-making.
Accounts Payable & Bill Payment: Efficiently manage expenses, ensure timely payments, and implement a customized approval process for cash disbursements.

Billing & Cash Receipts: Streamline client invoicing and cash receipt matching for accurate AR Aging and improved cash collection.
Payroll: Ensure accurate and timely employee payments with full tax compliance.
Segregation of Duties: Implement checks and balances to enhance financial controls.

High-Level Financial Consulting

Leverage expert financial services tailored to your business needs:

Cash Management & Forecasting: Optimize cash flow, identify potential cash crunches, and adjust strategies to mitigate risks while planning for future financial needs.
KPI Tracking & Management Reporting: Monitor and analyze key performance indicators to drive business decisions.
Operational Strategy & Technology Integration: Ensure comprehensive, integrated solutions that are automated for maximum efficiency and operational effectiveness.
Forecasting & Budgeting: Develop accurate financial forecasts and budgets, including scenario analysis to inform strategic decisions.
Security & Controls: Continuously analyze and improve financial controls for enhanced security, efficiency, and risk mitigation.

Tax and Audit Support

Navigate the complexities of taxes with expert guidance:

Preparation & Filing: Work with your tax firm or connect you with our experts as needed for preparation and filing.
Audit Support: Serve as the primary contact, coordinating with auditors to ensure a smooth process.
Tax Strategy, Planning, & Consulting: Develop strategies for optimal tax outcomes, educate on potential deductions, and ensure compliance with IRS guidelines.
1099 Reporting & Withholding Tax Planning: Handle reporting requirements and plan effectively for withholding taxes.
Entity Choice Analysis: Conduct scenario analysis to determine the best entity structure for tax optimization.

The Path Forward

Contact Us

Set up a free consultation by calling us or submitting a contact form.

Feasibility Study

Understand current operations, reporting processes, and information flow, identifying opportunities to improve the bottom line, streamline processes, integrate software, enhance controls, and improve business intelligence reporting.

Implementation

Once a customized service level is agreed upon, we’ll integrate, automate, establish processes, develop key reports and metrics, and execute initiatives for cost savings and earnings improvement.

Ongoing Support

Provide continuous process improvements, monthly accounting, reporting, forecasting, and identify further opportunities to enhance earnings.

Why Choose a Team Approach?

Our team-based approach means each account is supported by a bookkeeper, senior accountant, and CPA. This structure enhances expertise, ensures thorough checks and balances, and offers greater availability. Clients benefit from a scalable, efficient service that minimizes turnover risk and provides strategic insights advantages that a single accountant simply can’t match.

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