Mike Wells offers accounting, bookkeeping, recordkeeping, bank reconciliations, compilations and review, and account analysis services that help to maintain accurate financial records, comply with regulations, and make informed financial decisions.
Prepare balance sheets, income statements, and cash flow statements.
Record all financial transactions.
Compare records to bank statements to ensure consistency and accuracy.
Create tailored financial reports based on specific needs.
Plan for eventual future transfer of personal or business ownership and management.
Structure assets and financial affairs to efficiently transfer wealth and reduce tax liabilities upon death.