PM Associates, Inc. will assign an experienced staff accountant to work with you on a one-to-one basis.  Feel comfortable discussing your financial matters each month with a qualified expert.

Here's how we do it . . .

Monthly Report Preparation

Every month, we will process your transactions and produce custom reporting, based on your needs.  Reports can include:

  • Income Statements, Balance Sheets, and Cash Flow Statements
  • Detailed General Ledger and Source Journals
  • Departmental Reports
  • Trend Analysis Reports
  • Comparative Statements
  • Budget Reports
  • Other

We will also provide personalized consulting and recommendations as it relates to all the reports.

Account Reconciliations

We will provide account reconciliations on key accounts based upon your business needs.

Document Scanning

We scan and store all source documents electronically.  We can retrieve and provide you with any needed documents in a .pdf file.