Essential Accounting Functions
Fulton & Kozak has a dedicated team of bookkeepers, supervised by a CPA, to handle the day-to-day accounting needs of our clients.
Get only the services you want.
We don't believe in asking our clients to conform to specific packages. Every business owner's situation is unique. We can split the workload between your internal staff and our accounting team in the way that gets you the best outcomes.
Accounting Services
- Bank reconciliations
- General ledger maintenance
- 1099 form preparation
- Sales tax return preparation
Business Valuation
- Mergers & acquisitions
- Exit planning
- Partner disputes
- Divorce
Controller Services
- Financial statements
- Management reports
- Budgets/forecasts
QuickBooks
- Setup for new businesses
- Training
- Best practices
What's on your Accounting Wish List?
- Help with the hard things
- Making sure QuickBooks is set up correctly for us
- Having accurate financial reports by the 10th of the following month
- Avoiding spending Q1 worrying about tax deadlines
It's Different Here. We'll Prove it.
Share your challenges during our conversation - we'll know if we're a good fit for your goals.