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OUR SERVICES

Bookkeeping

Bookkeeping is the most basic of all accounting functions. Bookkeeping involves maintaining accurate and updated records of your company’s financial activity. This includes bank records, tax filings, payroll records, purchase and sale records, and regulatory filings. These records are essential to regulatory compliance. Proper bookkeeping makes other accounting functions, such as audits, payroll, and tax preparation, much simpler and less time-consuming.
 

D&K Financial, LLC has experience with the following accounting systems: QuickBooks Desktop | Online | Enterprise, PeachTree, NetSuite, Aplos

Payroll

Payroll is a critical business operations function performed by your accounting team. Payroll involves managing all employee compensation, benefits, and withholdings. We manage your payroll continuously, ensuring all employees are compensated according to their employment agreements and benefit selections.

Financial Analysis

It is wise to conduct periodic reviews and analysis of your company’s financial performance

 

These reviews are typically called audits and are important to regulatory compliance and shareholder disclosure.

 

Additionally, financial analysis can provide valuable insight into your company’s financial health, which can help you make sound decisions for the future.

Tax Preparation

Navigating today’s tax landscape requires more than just filling out forms—it demands strategy, accuracy, and foresight. At D&K Financial, we go beyond basic preparation to help you minimize risk, reduce liabilities, and stay ahead of potential audits.

 

Our experts carefully review your records and filings to ensure every submission is complete and compliant. Whether quarterly or annual, we deliver proactive tax solutions designed to protect your finances and give you peace of mind.

Regulatory Compliance

Compliance with State, Local, and Federal financial regulations is critical to every organization (business).
 

Our team will work with you regularly to ensure that your organizational activities, records, and processes fully comply with all applicable regulations.

Financial Consulting

Our financial consulting services are designed to provide you with expert analysis and advice regarding your organization's strategic decisions.
 

As you consider exploring organizational opportunities, investments, and partnerships, it is important to understand the short, medium, and long-term ramifications of your decisions. Our financial consulting services make it easy to understand the financial impact your decisions will have on your organization’s future.

Grant Management and Compliance

D&K has experience working with large and small non-profits, assisting them with pre- and post-grant awards, monitoring, and compliance. Our team of professionals will work with you regularly to ensure you are compliant with the requirements of your grant agreement by implementing processes to assist with budgets, expense tracking and management, and reporting to funders.

We have experience with the following systems: Blackbaud, Fluxx, and Salesforce Nonprofit Cloud. 

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