Traditional Accounting Services

• Compilation and Review
Our accounting professionals prepare compiled and reviewed financial statements in conformity with generally accepted accounting principles as well as compiled financial statements on a cash or tax basis, depending on the client’s individual needs.

• Bookkeeping/Write-up
Levis Seguin CPAs customizes bookkeeping and write-up services to the needs of our clients.  We offer services ranging from monthly bank reconciliations to maintaining the General Ledger.  Additional services may include Accounts Receivable and Accounts Payable tracking and analysis, preparation of payroll and payroll taxes, and preparing checks for the client’s signature.

• Payroll Services
As most business owners know, the taxing authorities have made paying employees both complex and time consuming.  In order to reduce the burden on businesses, Levis Seguin CPAs offers both live and after-the-fact payroll services and payroll tax preparation.

Individualized Accounting Services

• Budgets and projections
The current business environment provides a constantly-changing set of opportunities and challenges.  To reach their potential, organizations must be forward thinking and set goals and milestones.   Levis Seguin CPAs provides budgets and projections based on management’s goals and objectives.  Budgets and projections are a useful tool for management to compare actual results with expected results and adjust their actions accordingly.

• Part-Time CFO Services
It is not unusual for a business to outgrow the expertise of its existing bookkeeping staff, while not having grown to the point of hiring a full-time Controller or CFO.  Levis Seguin CPAs offers on-site, part-time CFO services, both on an individual transaction basis and on a month-to-month basis.

Services may include meeting with bankers and lawyers regarding specific transactions or financial needs, meeting with the client’s bookkeeping staff to review their General Ledger and answer their accounting questions, and designing reports to aid in management’s decision making.

• Internal Controls
A company may need a trained outside professional to review its accounting systems and determine that adequate controls exist to protect the company’s assets and resources.  Levis Seguin CPAs will review existing procedures, identify weaknesses, make recommendations for improvement, and aid in the implementation of the recommendations.

• Business Valuation
Levis Seguin CPAs provides cost-effective business valuation services, in cases of gifting, divorce, sales and acquisitions, buy-sell agreements, and estates.  We partner with other professionals to ensure that our client’s valuation needs are met.


Certified Public Accountants