Business Consulting

Transactional Accounting Support

Whether you lead a business or organization—or a family—good accounting and financial management starts with data entry. Whether you need clerical help or assistance with reporting and statement preparation and review, our accounting solutions professionals are here to help.

Leveraging the expertise of our wealth advisory services group, we assist many high-net-worth individuals and families with the accounting needs and administration of complex personal financial matters. We’ve got this!

Working closely with your investment advisors, family office, attorneys, and others, our transactional accounting support professionals provide:
  • Clerical data entry
    • Bill pay, cash receipt entry, invoicing, and check writing
    • Transactional entry of all banking, credit card, and investment activity
    • Intercompany reconciliation
  • Accounting manager review
    • Preparation of balance sheet account reconciliations
    • Review of financial reporting
    • Review of financial trending analysis
  • Financial statement preparation
    • Personal balance sheet, income, and cash flow statements
  • Monthly or quarterly liaison with other professionals

The EKS&H Advantage

Our comprehensive accounting solutions team has broad experience serving individual accounting needs. By working with us, you will also benefit from collaboration with our firm’s tax, audit, and other service groups for additional support. With services including family partnerships and financial statements, we provide valuable family office accounting solutions services.

Talk with Our Service Area Lead

Connect with Doug Askam to discuss your outsourced accounting options.

Meet Our Team

Vonnie Hergett

Consulting Partner
Accounting Solutions Group

Meet Vonnie »

Ryan Cain

Accounting Solutions Group