Our Services

CFO Services

Small and medium-sized companies that are not in a position to hire a full-time CFO are often the companies that would benefit most from the expertise of an experienced CFO. Pioneer Accounting was founded to meet this need. CFO Services we provide include:

• Prepare financial statements
• Assist with forecasting
• Develop and Analyze Business Plans
• Develop Financial Models
• Prepare management reports such as:
  • Customer analysis reports
  • Analysis of major expenses
  • Budgeting reports
  • Cash flow reports
• Manage accounts receivable and accounts payable
• Prepare presentations for shareholders, management, and company-wide meetings
• Analyze business opportunities

Bookkeeping Services

Pioneer Accounting provides bookkeeping services to clients throughout the United States. A list of the standard bookkeeping services we provide follows:

• Accounts Payable: You can have your bills sent directly to Pioneer where they will be paid in a timely manner.
• Accounts Receivable: Pioneer will invoice your customers and manage collection as necessary. Pioneer can receive your payments and deposit them directly into your bank account.
• Financial Statements: Pioneer will provide monthly financial statements for your review as part of our standard bookkeeping package.
• Reconciliation of Bank Statements: Your bank statements can be mailed directly to Pioneer for reconciliation. 
• Vendor and Customer Files: We will maintain vendor and customer files for all those you do business with.

Enhanced Bookkeeping Services

Enhanced Bookkeeping Services include all standard bookkeeping services plus custom reports that enable you to better analyze your revenue and expenses. A list of additional services provided with Enhanced Bookkeeping Services follows:

• Customer Reports: Pioneer can provide reports to help you determine who your most and least profitable customers are.
• Breakout of Expenses: It is often useful to break expenses out into different categories, such as by product line, office, or region. Reports such as these are available as part of Enhanced Bookkeeping Services.
• Employee Reports: Pioneer can provide a variety of employee reports, including reports showing company expenses and/or revenue associated with individual employees and year-end reports for employees detailing what their employment costs the company.
• Event Analysis: Pioneer can assist you track the revenue and expenses associated with specific events.

Payroll Services

• Payroll: Pioneer will manage your payroll and maintain your payroll records. Direct deposit into employees' bank accounts or we write and deliver checks each pay period.
• Payroll only clients: Pioneer will file quarterly payroll tax documents.

Consulting

Pioneer Accounting provides a variety of services on a consulting basis. Some of these services include:

• Develop and Analyze Business Plans
• Develop Financial Models
• Develop an operating system to assist with monitoring and executing corporate goals
• Create and institute measurement systems to track implementation of corporate strategies and stated objectives
• Create operational systems to maximize the efficiency of existing employees throughout the organization

Income Tax Return Preparation

• Personal Income Taxes
• 1040, 1040A,1040EZ
• Schedule E (Rentals)
• State Returns (All 50 states)
• Electronic Filing
• Direct Deposit
• Refund Anticipation Loans (RAL)
• Corporate and Small Business Taxes
  • Schedule C, 1120, 1120S & 1065
• Fiduciary Taxes
  • 706, 709, 990, 1041

• Assets and Liabilities
• Income Statements: Profit & Loss
• Transaction Journal: Listing of monthly checks written
• Payroll: After the fact, recording for reporting purposes only
• Sales Taxes: Reported and paid electronically to state if required
• Bank Reconciliations: All business accounts
• Monthly Instructional Sheet: Lets you know what should be paid and due date.

QuickBooks® Training and Instruction

• Monthly scheduled training sessions.
• Individualized on-site training sessions.