Financial

 

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There is no task Bobrow & Associates undertakes for its clients that is more important than sound financial management.

Key Services

  • Preparation and development of annual budget

  • Preparation and distribution of detailed financial statements and budget comparisons

  • Preparation and distribution of customized financial reports

  • Accounts payable and accounts receivable

  • Maintain bank accounts; reconcile bank accounts

  • Maintain financial records, journals and ledgers

  • Maintains records and retention program, consistent with IRS guidelines

  • Development of investment program and policies consistent with direction from Board of Directors

  • Works closely with independent certified public accountant for preparation of income tax returns, financials reviews and audits

Capabilities

Bobrow & Associates provides financial services for its clients in an efficient and timely manner.  We work closely with legal counsel, certified public accountants, outside bookkeepers and, if needed, with IRS auditors.  Bobrow & Associates administers accounts payable and receivable, income and expense reporting (including detail) with an ethical attention to detail.

Bobrow & Associates uses QuickBooks Premier (Professional Services Edition 2004) to process financial records for its clients. 



Bobrow and Associates * 6060 Sunrise Vista Drive, Suite 1300 * Citrus Heights, CA  95610

(916) 722-8168 Phone  *   (916) 722-8149 Fax  *   Email:  info@bobrowassociates.com

Send mail to webmaster@bobrowassociates.com with questions or comments about this web site.
Copyright © 2004, 2005 Bobrow & Associates
Last modified: 09/26/07