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

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.

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.