Services
With our professional and personal accounting services, Paceline takes a hands-on, collaborative approach to move your financial goals forward. If you have questions about any of our services, please contact us.
Assurance
Audits
To ensure that your financial statements are fairly stated in conformity with generally accepted accounting principles, our detailed audit service will provide you with a high level of financial assurance through:
- a detailed examination of your business and accounting records
- correspondence with your bankers, customers, vendors, attorneys, and other third parties, as necessary, to verify your financial information
- physical inspections of your assets and inventories
- other procedures and tests, as necessary, to allow us to express an opinion regarding your financial statements
Reviews
To receive limited assurance that your financial statements are fairly stated, our reviews will provide you with a sufficient report that will satisfy the needs of most lending institutions and state licensing boards by conducting analytical procedures applied to your financial information and inquiries of you and/or your management team.
Compilations
Keep your financial information and statements organized with a compilation report that disclaims any opinion or other assurance on the financial statement.
Agreed Upon Procedures
When a full audit or review isn’t necessary, you may need an agreed upon procedure that involves the application of specific procedures to transactions, account balances, processes, or internal controls. At the conclusion of the agreement, we’ll issue a report outlining the procedures performed along with the results.
Professional
Accounting and Bookkeeping
Select from monthly, quarterly, or annual solutions that record all of your financial transactions, reconcile your bank account, and provide you with compiled financial statements.
Payroll Services
Receive a full range of payroll-related services like payroll tax reporting, full payroll processing, and direct deposit.
New Business Formation
Discover which legal form of business is right for your endeavor, from incorporating to setting up an LLC.
Business Valuations
Determine the fair market value of your business.
Overall Business Planning
Clarify your company’s direction with a strategic plan.
Succession Planning
Ensure the survival of your family business as you pass it along to the next generation.
Non-Profit Support
Set up and maintain your non-profit organization’s tax-exempt status.
Personal
Tax Preparation
Get assistance with tax preparation and compliance, including estate and inheritance tax returns, trust returns, employee benefit plans, non-profit information returns, and many other tax areas.
Tax Planning
Maximize your tax advantages and future opportunities while remaining in full compliance with the IRS.
Tax Problems
Resolve your tax issues efficiently, affordably, and discreetly.
Personal financial planning
Receive guidance and a comprehensive financial plan that helps you manage risk, improve performance, and ensure the growth and longevity of your wealth.
Estate and gift planning
Take the stress and confusion out of managing your assets with thoughtful and strategic guidance.
