Do you need returns prepared for prior years? Contact me - I am taking new clients!!

(507) 312-9701

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    • Welcome
    • Tax
    • Accounting
    • Payroll
    • Packages

(507) 312-9701

  • Welcome
  • Tax
  • Accounting
  • Payroll
  • Packages

PROFESSIONAL ACCOUNTING SERVICES

Getting To Know Your Business

I take a very personalized approach to providing accounting services.  This starts by learning about your business in order to see it like you do - how it works, and what makes it successful.  This approach gives me the best means of being able to help you manage all things financial with your business.  It will be my pleasure to consult with you.

What Do You Need?

You and I will review your current accounting system and resources.  Although Quickbooks is the most common system used, I will work within any system you have in place.  We will then determine if you need collaborative services (working with your in-house resources) or full-charge services (performing all accounting functions, up to and including financial statement preparation). 

Specific Services

Bank statement reconciliation

Payables recording

Receivables recording

Journal entry bookkeeping

General ledger management

Fixed asset management

Financial statement preparation

Accounting Services Pricing

Rates are quoted as STARTING AT per month. I charge according to service type, NOT BY THE HOUR, to provide you the best rate possible. Actual monthly rates are determined at consultation.

Bank Statement Reconciliation

25

Applicable reports included

Payables Recording

50

Applicable reports included

Receivables recording

50

Applicable reports included

Bookkeeping (JournaL ENTRY AND General Ledger MANAGEMENT)

75

Chart of accounts management and recording.  Reports included.

Fixed Asset Management

100

Asset schedule maintenance and reports included

Financial statements

150

Balance sheet, income statement (profit & loss), cash flow statement

Please be aware that audit services are never provided as a part of any accounting option, and are not included with any package. Auditing services MIGHT be available, depending on contracted options being performed. If available, pricing will always be a separate fee added to the total of contracted options or package. Please contact me if you are/will be in need of auditing services.

accounting services payments

Services or Package Fee

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Let's Get Started: Accounting Services

Please refer to the documents below this section.


The Accounting Client Intake Form will provide me with initial information about you, your business, and your needs. This is a fillable form for your convenience, so you can complete it onscreen and save to your device. You can then attach and send to me in the Contact Me form below. Once received, I will contact you to schedule a consultation to learn more about your business, and discuss your accounting needs more specifically.


The Glossary of Services document is a description of the various types of services provided. This will help you determine which specific services may be suitable to fulfill the needs of your business.


After consultation, I will send an invitation to MyTAXPortal, which will allow you to set up your SAFE and SECURE electronic client file. This portal will provide the ability for us to share accounting documents and files, as well as communicating questions and answers. Setup and use of MyTAXPortal is free of charge. The first document I will send will be an Accounting Client Engagement Letter. This will specify the terms and conditions of the agreement to provide the services you have requested.

Accounting Client Intake Form (pdf)Download
Glossary of Services (pdf)Download

Contact Me

Send this form for accounting service questions

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Dave Canell Tax Solutions

507 E King St - Winona, MN 55987

(507) 312-9701 acctg@dctaxsolutions.net

Hours

Mon

08:00 am – 05:00 pm

Tue

08:00 am – 05:00 pm

Wed

08:00 am – 05:00 pm

Thu

08:00 am – 05:00 pm

Fri

08:00 am – 05:00 pm

Sat

By Appointment

Sun

Closed

Closed on Major Holidays

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  • Welcome
  • Tax
  • Accounting
  • Payroll
  • Packages

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