Accounting CPA – Neptune, New Jersey - Whale Mallozzi & Padgett PC

Accounting Services

Businesses rely on accurate and insightful financial information from start-ups to established enterprises to maintain profitability and capitalize on new opportunities. Accurate record-keeping is essential to a successful business, yet it can also be time-consuming. Whale, Mallozzi & Padgett PC can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business. Our accounting and bookkeeping services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans. Meet our accounting professionals.

These services include but are not limited to:

General ledger and financial statement preparation
Bookkeeping (Monthly, quarterly, or annual)
Accounting system setup and support
Payroll processing & sales taxes
Cash flow budgeting and forecasting
Financial Reports
Business start-up consulting

Personal financial statements
Corporate tax planning and return preparation
Income tax preparation, compliance, planning and consulting
General business management consulting

COVID Business Support

Bookkeeping & Support

Whale, Mallozzi & Padgett PC offers a wide range of accounting and bookkeeping services that can be tailored to meet your needs. We have an in-house team that consists of full-charge certified bookkeepers (CB) and support staff that provides flexibility to satisfy your accounting requirements. We provide confidential on-site and off-site services to meet your specific goals. Our focus is to relieve you of the time-consuming task of keeping full, accurate and up-to-date business and individual records, help to manage cash flow, assist with necessary tax filings, deliver reliable records for financial planning, and provide you with a place to safeguard your records off-site as needed. It is our goal to customize a package to suit both your needs and budget.

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Whale, Mallozzi & Padgett PC offers the following solutions to help meet your QuickBooks needs:

Financial Management

Bank reconciliations
Bill paying
Bookkeeping
Budgeting
Monthly/quarterly reporting
Payroll administration
Preparation of 1099s
Sales tax compliance

Planning, Strategy, and Execution

Administrative support services
Estate and trust tax planning and compliance
Individual and business tax planning and compliance

QuickBooks Services

QuickBooks is an ideal, user-friendly accounting software for small to mid-sized business owners, as well as families and individuals, to track income, expenses, assets, and liabilities. It also provides a wide variety of customizable reporting options to aid in year-end tax return preparation and financial planning. Our team can assist you with the setup, implementation, and support of your QuickBooks Desktop or Online file.

Benefits To Our Clients

Improved visibility and organization of revenues and expenses
Increased efficiency and accuracy with preparation of tax returns
Secure and safe documentation storage

We’re only a phone call away! Call (732) 945-5995 and let us know how we can help.

*We are committed to safeguarding your data with security and privacy you can trust. Our secure document upload portal is a safe way to share files with us.