Accounting
Accounting Services
Patten and Company offers professional accounting services through our affiliation with Solve HQ. Our service include:
Bookkeeping and Accounting
- Bookkeeping
- Account reconciliation
- Financial statement preparation – GAAP and tax basis
- Adjusting journal entries
- Accounts receivable management
- Accounts payable management
- Fixed asset management
Reporting and Compliance
- Sales tax, battery fee, and payroll tax reporting
- Ad-hoc reporting
- Audit and tax schedule preparation
- Financial statement preparation
- Forms 1099 (MISC/NEC) reporting and filing
- Audit preparedness and representation
- Financial statement analysis
- Personal financial statement preparation
Systems and Strategy
- Budgeting
- QuickBooks and QBO implementation and training
- Software application clean-up and optimization
- Workflow and process improvement
- Internal controls consulting
Other Services
Business Valuation
Our business valuation services include buy/sell agreement analysis and recommendations, Insolvency analysis and more.
Trusts and
Estates
Our trust and estate tax planning and compliance services include tax planning, investment account reconciliation, tax returns and more.
Mergers & Acquisitions
Our mergers and acquisition services include due diligence of the acquisition target, business valuation, tax structure analysis for optimal tax treatment, and more.