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Accounting & Business Advisory
Accounting & Business Advisory

Timely financial information is a key component of an organization’s success.  In today’s complex business environment, you need more than an accountant who just “crunches the numbers.” You need a true business advisor – someone to develop ideas to help meet your present and future goals, as well as solve existing problems.  We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

We never want to tell our clients “no.”  We strive to understand the context and the ins-and-outs of our clients’ industries and take the time to come up with a solution.  No matter the size of your business, our professionals can provide the advice and support you need to tackle any strategic issue. Most entrepreneurs are not experts in financial operations and accounting software, and don’t want to be.  As you start your company, you most likely don’t have the budget or need to hire a full-time bookkeeper, but nonetheless, you want to make sure the work is done accurately and on time. That’s where we become part of your team. We can provide an experienced bookkeeper to deliver high-quality, dependable service. Whether you are a startup or you’ve been in business 30 years, you can reach out to us to tailor a solution to fit your needs.

  • Monthly Bookkeeping Services

    Many smaller businesses don’t need a full-time accountant or controller, but nonetheless, require accurate accounting and financial reporting. In some cases, clients have a part-time bookkeeper who provides inadequate service. We can step in to run your accounting and/or assist your bookkeeper.

  • Cost-Reduction Strategies

    Smaller enterprises often have fewer funding sources, making cost containment a priority item. We work with clients to develop cost containment strategies that prevent unnecessary spending and reduce expenses while continuing to maintain product and service quality.

  • General Ledger Entry and Month-End Closings

    Clients often use Baroldi & Associates rather than their part-time bookkeeper to perform month-end procedures. Having us perform month end general ledger adjusting entries and process closings catches bookkeeping mistakes quickly.

  • Assistance with the Implementation of New Accounting Software Packages and Training

    New companies, as well as enterprises that have experienced rapid growth, may need a new accounting system. We will design the general ledger and assist in the set up your new system, and then train your employees to operate the system efficiently. We will also be available to lend a hand as new challenges arise.

  • Business Budgeting and Planning

    We can help you prepare budgets and forecasts and track your business plans so that you can evaluate your current performance.

  • Probate Accounting


    The probate final accounting is the last step to close the estate and distribute assets to the estate heirs and pay the creditors who have filed legitimate claims. The process for the final accounting varies somewhat among the states so the required forms vary as well. Good record keeping is necessary for an accurate final accounting. An accurate and complete final accounting form assures both the probate heirs and the probate court that all assets have been accounted for and distributed properly.  Our professionals are ready to assist if the need arises to ensure the assets are distributed correctly and as timely as possible.

  • Monthly, Quarterly, and Annual Financial Reporting Statements
  • Bill Paying Services
  • Business Management
  • Payroll and Sales Taxes
  • Business Start-Up Consulting
  • Budgeting and Forecasting/Projections
  • General Business Consulting
  • Employee Benefits Consulting
  • Working Capital/Cash Flow Management
  • Product Pricing and Profitability
  • Review of Proposed Capital Expenditures
  • Asset Productivity Enhancement
  • Inventory Costing and Control Systems
  • Lease/Purchase Analysis

  • Assistance with Banking Relationships
  • Revenue Enhancement Strategies
  • Review and Evaluation of Internal Financial Controls
  • Compensation/Benefits Programs
  • Retirement Plan Funding
  • Assistance with Debt or Equity Financing
  • Business Plan Design/Implementation
  • Strategic and Tactical Planning
  • Reorganization and Restructuring
  • Business Valuations
  • Buying/Selling a Business
  • Financial & Retirement Decisions
  • Analysis of Accounting Procedures and Internal Controls
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