Accounting & Assurance Services

Accounting & Assurance Services

At Creedle, Jones & Associates, we focus on building close client relationships that add long-term value. We assist many of our clients with their daily and/or monthly bookkeeping as well as payroll procedures. Our QuickBooks Advisor has extensive knowledge of accounting as well as the software, and can provide training and ongoing support as well as assist with the installation and setup of the software. Furthermore, our firm serves as the payroll function to many of our clients’ accounting departments.

Creedle, Jones & Associates also provides assurance services. From an auditing standpoint, we meet with individuals within the business to understand the processes and controls in place, enabling us to test internal controls, assess risk and substantively test the significant account balances in an effort to provide reasonable assurance that the financial statements are fairly presented in accordance with the applicable financial reporting framework. With respect to a review, we perform the necessary procedures to provide limited assurance that no material modifications need to be made in order for the financial statements to be in conformity with the applicable financial reporting framework. Creedle, Jones & Associates also performs compilations wherein we prepare financial statements based on information provided by management without providing any assurance that there are no material modifications that should be made to the financial statements in order for them to be in conformity with the applicable financial reporting framework. Furthermore, with respect to agreed-upon procedures engagements, we perform procedures agreed upon among our firm, your business and/or a third party entity and, ultimately, report any findings noted.

Audits, Reviews, and Compilation

Creedle, Jones & Associates’s financial statement services comprise all three levels of assurance depending on your company’s needs.

Audits
Audits offer the highest level of assurance to third parties, and include in-depth examination and confirmation of account balances, inventories, and selected transactions. We perform audits for you to remove errors, ascertaining the validity and reliability of your information.

Reviews
Reviews provide limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis. We perform reviews to ensure the integrity of your data.

Compilations
Compilations are usually requested for internal purposes and are based upon information provided by a company’s management. They do not offer assurance but may involve some adjustment to accounting records.

Agreed-Upon Procedures

At Creedle, Jones & Associates, we focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help our clients face the myriad challenges of business planning and execution. Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law.

Our assurance services will improve information quality or its context, meaning more success for your business.

Bookkeeping/Write-up

Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Creedle, Jones & Associates can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.

Payroll Services

Creedle, Jones & Associates’s payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns.

QuickBooks Accounting Help & Assistance

QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don’t just help you use the software, we help you use it more efficiently and more effectively.

Creedle, Jones & Associates offers the following solutions to help meet your QuickBooks needs:

Personal Training
We train you personally! Either one-on-one or several individuals within your organization at your company’s location

Installation
We install QuickBooks on your stand alone computer or in a network environment, in either single- or multi-user mode.

Setup
We assist new QuickBooks users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.

Support
Our QuickBooks support service can assist you with any installation, setup or operation assistance you might need. In addition, our support is not limited just to the software part of it, but we can also provide accounting and payroll assistance.

Review
Our QuickBooks review service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to review your transactions, accounts and reports. This review ensures that you receive timely, relevant and reliable financial information. We also inform you of any corrections, adjustments or reclassification necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business.

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