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How we can help

Tax Services

There’s no substitute for thoughtful planning, preparation and consulting when it comes to your taxes, especially when it’s tailored specifically for you or your business. Our Tax Services help ease your concerns about tax return compliance while assisting with projections and planning.

Financial Statement Audit, Review, Compilation, and Preparation Services

When asking a Certified Public Accountant for a report and financial statements, it is important to know what type is needed and what will be delivered for each type.

Financial Statement Audits

The benefit of an audit is that it provides assurance that management has presented a ‘true and fair’ view of a company’s financial performance and position. In general, an audit consists of an evaluation of a subject matter with a view to express an opinion on whether the subject matter is fairly presented. There are different types of audits that can be performed. Jones Mertsching specializes in all types of audits of financial statements for many organizations and non-profits.

Financial Statement Reviews

A review is intended to provide lenders and other outside parties with a limited level of assurance on the accuracy of financial statements. This is typically needed as a business grows and is seeking larger and more complex levels of financing and loan requirements. Jones Mertsching has helped many businesses in complying with financial institution and bonding requirements.

Financial Statement Compilations

This is intended for use by lenders and other outside parties who may appreciate the businesses association with a CPA. A compilation provides no assurance and is typically appropriate when initial or lower amounts of financing are sought. Jones Mertsching provides compilation services for many local small businesses.

Financial Statement Preparations

Financial Statement Preparation is intended for business owners and management use to operate the business. This is similar to what an in-house Controller or CFO would provide for Management in a larger company. It may fulfill some lenders’ documentation requirements. The preparation alone does not include a formal report but you can count on Jones Mertsching to prepare this for you based on your specific needs.

Accounting and Bookkeeping

We work with business owners, professionals and individuals with their accounting and bookkeeping so they can focus on what they do best and what they’d rather spend their time on. Accounts payable, accounts receivable, bank reconciliation, credit sales reconciliation, preparation of accounting write-ups, managing credit card statements, and many other tasks all require a keen eye, knowledge and years of experience. At Jones Mertsching CPAs, we have all that and more.