Our Services

Our firm provides only services we are good at and that our clients value and need.

Our highest priority is to provide the services our clients need, when they need them in the most cost-effective and efficient way possible. As a result, we are constantly evaluating new software, services and technology that make sense for our clients.

As part of our commitment to high quality client service, we undergo an external peer review of our accounting and audit practice every three years.

Peer Review Letter

Technology:

Depending on your specific requirements, Siepert offers several application-hosting services that give you easy, secure and reliable access to a wide variety of software and data from any location any time.

These server-based applications include:

  • Remote hosting – Accounting software, such as QuickBooks and Peachtree, are available for client use on a remote, secure, virtual desktop.
  • Remote bookkeeping software – A fully-functional check writing and bookkeeping program is also available for the convenience of our clients.
  • Client portals – Portals provide clients with secure access to documents and software from anywhere. They also allow secure transfer of data and other information with Siepert.
  • Remote payroll processing – Convenient and simplified payroll processing is available with our remote payroll services.

 

Audit Services:

Siepert approaches the audit as a service for the benefit of the client. Our team is committed to the highest standards of quality audits achieving consistency, objectivity and accountability in strict compliance with professional standards.

Attestation Engagements:

In some situations, you may not need a comprehensive audit of your financial statements. In an attestation engagement, we review or apply agreed-upon procedures to subject matter, or an assertion about the subject matter, which is the responsibility of another party. Examples of attestation engagement can include historical performance, break-even analyses, or physical characteristics such as square footage of facilities.

Accounting Services:

At Siepert we are dedicated to helping our clients improve the quality of their financial reporting. To accomplish this goal, we hire talented professionals, then invest in the latest training and tools so they can respond to your accounting needs including:

  • Compilation of financial statements
  • Regulatory reporting
  • Payroll services
  • General ledger processing
  • Budgeting
  • Property records & depreciation

 

Tax Services:

With the ever-changing landscape of tax law, Siepert works with our clients to ensure that you are keeping more of what you earn while staying compliant with the law. We provide proactive, year-round tax planning that allows us to maximize efficiencies and minimize taxes. Our services include:

  • Individual & business tax return preparation
  • Tax planning and consulting
  • Tax compliance
  • Entity choice and analysis
  • Acquisitions

 

Business Consulting:

Leveraging the power of technology can be a daunting task for some businesses. That’s why Siepert provides comprehensive business consulting to ensure that the use of your resources make good business sense and are balanced with the organization, process and people needed to achieve improved performance. Our services include:

  • QuickBooks Pro Advisors
  • Internal controls
  • Accounting procedures
  • Operating procedures