Services - Windsor Accounting

For individuals and small businesses, Windsor Accounting acts as their exclusive personalized CFO.

High Net Worth Individuals

Windsor Accounting simplifies life for affluent clients with complex financial positions and high-volume bookkeeping needs. Everything from bill paying to management of a client’s staff is handled with the utmost confidentiality and professional management skills.

Small Businesses

Windsor Accounting provides a welcome alternative for clients who prefer outsourcing rather than hiring, training, retaining and managing their own in-house accounting staff. Knowledgeable, skilled, and dedicated to the highest levels of customer service.

Windsor Accounting staff is proficient in the use of QuickBooks, Excel, Microsoft Word, Quicken,Timeslips, Bill.com and Expensify and we excel in the following financial services:

Bookkeeping

We provide fast, accurate and thoughtful bookkeeping services for you and your business.

Accounts Payable

Payments for vendors, contractors, and other bills, as well as job/process costing.

Accounts Receivable

Invoicing, customer crediting, collections, etc… to keep numbers updated and balanced.

General Ledger Maintenance

Assets, accruals, inventories, balance sheet reconciliation, and more, all using the latest software applications.

Financial Statements

Preparation of balance sheets, profit and loss statements, custom reports and other critical documentation.

Medical Billing

Insurance claims processing and submissions, reimbursements, follow-up and other medical-related billing.

Audit Assistance

Organization, preparation, documentation to help you have the best possible outcome.

Government Filings

w-2’s, 1099s, preparation for entity treasurer’s reports, statements of cash flow, retained earnings …

Sales Tax Returns

Help with state and local sales tax filings, calculations, understanding guidelines and rules …

What our happy and satisfied clients say:

“Since 2000, Windsor Accounting has been my firm’s controller, remotely handling critical issues so I can run my multi-million dollar business without worrying about my books.”

Karen Sundren

CEO

“Thanks to Windsor Accounting, we now have a high level of bookkeeping and consulting.

Everything from budgeting to reporting is better than we ever imagined.”

John Hall, Western Association of Venture Capitalists

Member

“Windsor Accounting does the books for both my television production company and my personal finances. Discretion and professionalism; that’s what I always get from Windsor Accounting.”

Bob Bain

CEO

“Our processes needed to improve, and Windsor Accounting integrated systems for accountability and accuracy. Now, our group runs smoother than ever.”

CharitySmith

“Since our inception, Windsor Accounting has consulted with our staff to ensure that our processes are optimized and accurate. Simply put, they’ve made us a better, stronger business.”

Morey

CEO