Business Services & Bookkeeping

General Bookkeeping, Management Services and Accounting Consulting

BusinessServicesGumbiner Savett’s business services and bookkeeping department provides the financial structure needed by many individuals and businesses to maintain proper financial records. Our staff has experience with hundreds of clients and has professionals who understand the day-to-day bookkeeping and finance needs of almost any industry. Our business services and bookkeeping clients range from individuals, to closely held businesses, to small to mid-sized companies without a finance department, such as publicly held companies, retail establishments and restaurants.

Our business services department works cohesively with our audit and tax departments, allowing our clients to have a seamless delivery of year-round service. We have the capability to provide weekly, monthly, quarterly or annual write-ups and/or prepare compiled financial statements for our clients. As a result our clients are well prepared for their year-end tax obligations. We also assist with government filings and provide training to our clients on QuickBooks and other software. Our streamlined service has earned GS an excellent reputation with our clients and is a clear differentiator to other firms.

Business Management

  • Handle day-to-day accounting and treasury functions
  • File applications for federal and state ID’s
  • Manage banking contact & wire transfers
  • Process and file monthly, quarterly and/or annual sales tax returns – California and multi-state
  • Process and file quarterly and/or annual payroll tax returns – California and multi-state
  • Personal bill paying and check writing
  • Compilations of financial statements – cash and accrual (in accordance with GAAP)
  • Reconciliation of investment statements

General Bookkeeping and Business Accounting Service

  • Handle confidential and internal information beyond scope of bookkeeping staff
  • Closeout monthly/yearly journals
  • Secondary review of bookkeeping entries
  • Payroll processing & reporting services
  • Provide monthly bank reconciliation statements for management
  • Preparation of tax returns
  • Preparation of financial statements

Business Services Consulting

  • Accounting and bookkeeping technical trouble shooting
  • Accounting and bookkeeping function assessment and creation
  • Interim bookkeeping
  • Establish bookkeeping role and assist with interviews and training
  • Provide technical support once function has been established