Services

Client Accounting Services

Bring your finances into focus.

When it comes to finances, you want high-resolution insights—not blurry, underdeveloped images.

We offer dependable and reliable comprehensive or a la carte Accounting Services and consulting precisely when and where you need it—no more struggling with Excel spreadsheets or fussing with stacks of receipts.

Featured Industries in Our Portfolio

Wineries & Vineyards

Food & Beverage

Professional Services

Real Estate & Construction

Streamline Your Financial Operations

Comprehensive Accounting Support for Your Business

Our client accounting services team provides a full suite of financial services tailored to meet the unique needs of your business.

From bookkeeping and payroll assistance to management reporting and transaction analysis, we handle the details so you can focus on growth.

  • 01.

    Bookkeeping services

  • 02.

    Transaction level analysis

  • 03.

    Accounts Payable preparation and bill pay services

  • 04.

    Accounts Receivable preparation and collection

  • 05.

    Bank reconciliations and month-end close

  • 06.

    Posting of journal entry adjustments, including depreciation, amortization, accruals and prepaids

  • 07.

    Assistance in running and recording payroll through 3rd party providers

  • 08.

    Department and location tracking of revenue and expenses

  • 09.

    Year-end accounting adjustments and closing of books for easy handoff to your tax professionals

  • 10.

    Preparation of Form 1099s

  • 11.

    Monthly management report consultation 

  • 12.

    Manage banking relationships 

  • 13.

    Consulting on accountable plans and employee expense reimbursement 

  • 14.

    Accounting software and tool selection and integration 

We’ve got a wide-angle lens on your financial picture.

In addition to cloud-based technology and client-focused communication, we have in-house access to audit, tax, and other advisory service professionals to address all your financial needs.

Looking for top shelf winery and vineyard support?

Take advantage of our specialized client accounting services for the wine industry.

Wineries & Vineyards

Elevate Your Business with Outsourced CFO Solutions

Comprehensive financial solutions designed to streamline your business’s financial management. Our Outsourced CFO Services provide expert oversight, industry experience, and tailored support services to meet your unique needs.

Learn More

Client Accounting Services

Leadership

Jen Curran

CPA | Shareholder

Teresa Petrie

MBA | Principal

Adrienne Cantrell

CPA | Senior Manager
More people

“It doesn’t matter who helps me at Perkins & Co, I receive the same level of care and responsiveness from them all. I am always satisfied with the level of service I receive from each of them, and they truly help me do my job better! Thank you all for your patience and care in helping me over the years!”

- Anonymous, Client

“Our firm’s experience with Perkins & Co has always been very positive. All team members in their respective practice areas provide professional services that have consistently exceeded expectations; both in product and timeline. They also take the time to build relationships and understand the business of their clients.”

- Mark Leighton, Client

“I love the relationship that we have with Perkins. Top to bottom, the organization is so professional, knowledgeable and genuinely seems to look out for my/our wellbeing. A true partner in every sense.”

- Eric Gregg, Client

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