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Margo Inc. Certified Public Accountants

Accounting Services

Bookkeeping, monthly close, financial reporting and business formation for small and medium businesses.

Good decisions run on current numbers. If your books are three months behind, every choice you make about hiring, pricing or expansion is a guess dressed up as a decision.

We keep the accounting current and the reporting readable, so the financial picture is something you can actually use rather than something you reconstruct at year end.

Bookkeeping and Monthly Close

Ongoing work that keeps your records accurate and your close predictable.

  • Transaction categorization and account reconciliation
  • Monthly and quarterly close
  • Accounts payable and receivable tracking
  • Fixed asset and depreciation schedules
  • Payroll coordination with your provider
  • Sales tax filing support

Financial Reporting

Statements prepared to the standard your lender, board or investors expect.

  • Balance sheet, income statement and cash flow preparation
  • Budget-to-actual and variance reporting
  • Cash flow forecasting
  • Reporting packages for lenders and investors
  • Year-end packages for your tax preparer or auditor

QuickBooks Setup and Support

For clients who keep their own books and want the file set up correctly.

  • Chart of accounts design and file setup
  • Migration from spreadsheets or another platform
  • Cleanup of historical records
  • Training for your bookkeeper or office manager
  • Periodic review so problems surface early

Business Formation and Advisory

Getting the structure right before it becomes expensive to change.

  • Entity selection: LLC, S-corporation, C-corporation or partnership
  • Formation filings and EIN registration
  • Accounting system setup for a new business
  • Fractional CFO support for companies without a finance hire
  • Internal controls and process design

Talk to a CPA

Tell us what you need and we'll come back to you with how we'd approach it. No charge for the first conversation.