| To provide quality professional financial and business-related services to individals and organizations in the Wirt County and surrounding areas. |
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To promote financial education and the necessity to control financial issues where possible. |
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To educate the youth of the community in alternative methods of creating solid financial futures for the community and the individuals living within the community. |
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To provide assistance to non-profit organizations that are helping out communities become stronger networks. |
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To assist families in learning the value of long-term financial security. |
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To create a positive outlook on the financial status of our communites. |
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To encourage growth and expansion of local businesses that would help the local economy prosper. |
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Set-up of QuickBooks file |
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Creation of financial statements |
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Personal property tax returns |
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Sales tax returns |
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Year end reports (Form's 1099s) |
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Payroll and payroll reports |
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Budgeting |
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Assist with cost control |
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Specialized reports |
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Assist with cash management |
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Maintenance of vendor and/or customer files |
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Financial planning, analysis, and forecasting |
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Record and analyze cash receipts and disbursements |
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Data entry of transactions to appropriate accounts |
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Reconciliation of bank statement and other financial accounts |
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Accounts payable (processing and prioritize payables, monthly aging reports, and check writing services |
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Accounts receivable (processing invoices, cash receipts, prepare and mail monthly statements and provide monthly aging reports) |
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Business hours are by appointment only.
For an appointment, contact Julie Perdue at (304) 477-3610 or email at
julieperdue@practical-business-solutions.com