Accounting Solutions

Running your business involves time, effort, and energy to handle the day-to-day operations. Our accounting professionals are ready to help you by taking that burden off your shoulders. Outsourcing accounting tasks to Axley & Rode is one way to ease your stress, let you manage your business, and take advantage of new revenue opportunities.

Our accounting team includes QuickBooks® Certified ProAdvisors that have years of experience in bookkeeping and financial reporting. From setting up accounting software to data file cleanup to reconciliations to cash flow to payroll and providing answers to your important questions, our team is here for you.

Our goal is to provide you with a complete picture of your business, whether handling all the fundamentals for you or training your staff to accomplish the day-to-day tasks independently.

We provide expert advice and consultations along with various accounting services, including:

  • Accounting software selection
  • Accounting system setup
  • Account reconciliation
  • Accounts payable
  • Accounts receivable
  • Bank reconciliations
  • Bookkeeping
  • Budgeting and cash flow planning
  • Customer invoicing
  • Financial statements and reporting
  • General ledger 
  • Payroll processing and tax reporting
  • Quickbooks Consulting
  • Sales and franchise tax reports
  • Tax forms: W-2 and 1099 preparation
  • Tax payments
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  • Bookkeeping

    Meaningful, well-organized financial records ensure that your business operations will run efficiently, and having a well-designed system makes tracking your financial health effortless.

    Data entry, account reconciliation, and general ledger review are some basic services we provide to help you with the day-to-day bookkeeping tasks your business needs. Our team is ready to help you by setting up reporting and recordkeeping systems, cleaning up your books, and streamlining your current procedures.

    With the help of an Axley & Rode advisor, you can easily track your financial position, meet government filing and payment deadlines, and compile and maintain current, accurate tax data. 

  • Financial Reporting

    Having current and accurate financial information is the key to managing and building a successful business. We see many companies lacking in-house expertise to provide the right financial reports. Axley & Rode has a team of professionals with the knowledge and experience to prepare cash flow statements, income statements, and balance sheets. These reports provide information about overall business performance and allow you to make informed decisions about what to do next.

    You can monitor income, expenses, and cash flow to easily identify areas for improvement. With Axley & Rode on your team, we can give you what you need to run your business efficiently, allowing you to do what you do best.

  • PAYROLL PROCESSING

    Small to medium-sized businesses spend an average of five hours on payroll-related tasks each pay period. While it doesn't seem like much, time can add up and take away from developing other areas of your business.

    Every year there is a new federal or state law that you must comply with, making payroll more complicated than ever. With Axley & Rode payroll services, you have a dedicated payroll specialist that works with you and handles processing payroll checks (EFT or check printing), preparing payroll reports, making IRS deposits, and processing W-2s and 1099s. In addition, we stay on top of payroll laws, ensuring you are always in compliance.

  • QUICKBOOKS® Consulting

    QuickBooks® provides businesses with a comprehensive way to track day-to-day financial transactions, and our team can ensure that you get the most out of the software.

    Whether you have just started using QuickBooks®, need to train a new employee, or want confirmation that you are doing things right, our QuickBooks® Certified ProAdvisors can help you. We provide a complete range of services, including QuickBooks® setup, maintenance, reporting, training, and troubleshooting.

    With our assistance, you can spend more time managing your business and less time struggling with accounting software.

Outsourced CFO Services

Do you spend more time on accounting-related tasks than you would like? Do you wish you had more time to grow your business, generate new ideas, develop new products, and expand your services? Do you want the insights of a CFO or controller but don't have the budget to support that position? Consider Axley & Rode's outsourced accounting services as a cost-effective alternative to hiring an in-house professional.

With Axley & Rode as a member of your team, we enable you to understand more thoroughly how your business works. Our accounting professionals will work closely with you to analyze your accounting data to identify areas that could be improved and then develop comprehensive, practical strategies to increase revenues or minimize expenses. Most importantly, when you need to make a decision that will impact your finances, we are available for reliable advice and suggestions.

We are here to help your business succeed, from analyzing financial statements to managing cash flow to budgeting and forecasting. Our CFO and controller services include:

  • Budgeting and resource planning
  • Cash flow planning
  • Cash management and monitoring
  • Consulting
  • Financial forecasts and projections
  • Financial statement analysis and reporting
  • Strategic planning
  • Succession planning
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Financial Forecasting

Forecasting is looking at past and present financial data and market trends to predict future financial performance. It details what your business can realistically expect to achieve. The process helps gauge how much revenue your business could earn in the future and plan for significant expenses. You can even forecast using different scenarios to prepare for different economic climates. Our team can measure and project your cash flow, sales, expenses, startup costs, and demand for your financial forecast. Current short- and long-term forecasts are essential to running a successful business.


Cash Flow Management

Cash flow management tracks money coming into your business against expenses such as bills, salaries, and property. Properly managing cash flow can ensure you have enough funds to pay your bills while making a profit. Our team can help you develop short-term (weekly, monthly) and long-term (annual, 3-5 year) cash flow projections. A short-term plan helps you manage daily cash needs. In contrast, a long-term plan enables you to develop a capital strategy to meet your future business needs.


Succession Planning

Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day-to-day operations. With a solid background in tax and other financial matters, our team is fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.


Special Projects

Our team can assist you by providing staffing for special projects, increased work demands, internal audits, and other areas as needed. We have a versatile team that can assist you in a number of business situations. Using our team, efficient processes, and systems can often be a more cost-effective way to receive high-quality professional accounting services for your business.