At Nancy L Marshall CPA, we recognize that accurate, well-organized financial information is critical to your corporate or personal financial health. Our detail-oriented and insightful staff is committed to providing the comprehensive reports, analysis, and services you need to manage your finances and assess your financial position. We offer a broad spectrum of meaningful and cost-effective accounting and auditing services, from bookkeeping services to financial statement preparation to financial analysis to help you to manage your finances efficiently and accurately.
At Nancy L Marshall CPA, we leverage the power of the cloud to offer an accounting system that allows us to work collaboratively with you, our clients, minimizing costly and time-consuming errors and maximizing efficiency. This highly-customizable system gives you as much or as little direct involvement in your accounting and bookkeeping processes as you like – anything from simply entering checks and deposits to handling advanced bookkeeping transactions. Because you use the same system we use to analyze your trial balance and prepare your financials, this cloud-based system is safe, secure, and eliminates the time-consuming process of transferring data back and forth, for maximum efficiency and flexibility.
To succeed in business, you need to know where you are, financially. Well-organized, accurate financial records help your business run more efficiently, and are fundamental to the business decisions you are called upon to make every day. Nancy L Marshall CPA has the expertise to provide thorough full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and tracking and analysis of receivables and payables to help you keep your financial information accurate and up-to-date.
Understanding your financial health, including the movement of money into and out of your business, can make a critical difference to your short-term financial planning, and to your overall business success. At Nancy L Marshall CPA, our financial experts have the knowledge and insight to provide expert cash flow and budgeting analyses that can help you gain a clear picture of your company’s financial position, minimize cost overruns, lost purchase discounts, and uncollectable receivables, and recognize potential strengths and weaknesses in your overall business plan. This value-added service is an indispensible tool for businesses, allowing you to plan intelligently for variations in your cash flow, and identify the best possible short-term financial strategy for your company.
Whether as the basis for important corporate decisions by a business owner or the foundation of a prospective investor’s interest, an accurate and up-to-date financial statement is critical to the success of any business. With deep experience in financial and management accounting, Nancy L Marshall CPA brings integrity, insight, and experience to the preparation of professional, GAAP-compliant financial statements as well as tailor-made financial analyses. As your trusted business advisor, Nancy L Marshall CPA can help you accurately evaluate your company’s assets, liabilities, equity, income, and expenses to assess and report on its financial health, and can assist management to identify and eliminate inefficiencies to realize an organization’s full profit potential.
Nancy L Marshall CPA provides professional compilation, review, and audit services to businesses of all sizes. We bring a passion for detail and accuracy and a wealth of accounting and auditing experience to the examination of your financial statements. Whether you need a detailed audit for your bank, a review for potential investors, or a compilation for your annual report, or your company has a reporting or compliance need outside the standard scope of any of these, Nancy L Marshall CPA can quickly and accurately compile your financial records into meaningful GAAP-compliant financial statements that adhere to the highest standards, offer limited-scope review testing, and can deliver complete audit attestation.