Yes. Many clients come to us with incomplete or inconsistent accounting records.

We begin with a Diagnostic Review, a limited-scope assessment of your financial statements that identifies issues and outlines recommended next steps. If cleanup or catch-up work is required, we provide a proposal before beginning ongoing accounting services.

Yes. We analyze your financial statements to evaluate profitability, cost structure, and operational efficiency.

This may include reviewing expenses, identifying cost drivers, and highlighting areas where profitability may be improved.

Yes. Using your financial statements and accounting records, we analyze cash flow and identify how funds are being used within the business.

This helps business owners gain clarity and make informed financial decisions.

The first step is typically a Diagnostic Review of your financial records.

This assessment allows us to evaluate the condition of your accounting data and determine whether cleanup or corrective work is required before ongoing services begin.

If you are ready to move forward, you can request a consultation to discuss your situation.

Yes. We perform accounting cleanups and catch-up work when financial records require correction before ongoing services can begin.

These engagements typically follow a Diagnostic Review to determine the scope of work required.

Yes. Payroll management is available as an add-on to our monthly accounting services.

We assist with payroll setup, processing, payroll tax filings, and Arizona compliance requirements.

Yes. We prepare federal and state income tax returns for individuals, families, and sole proprietors.

For clients who operate businesses, we often integrate bookkeeping and tax preparation to maintain consistency throughout the year.

Yes. We can provide tax-ready financial statements and coordinate with your tax professional when corporate or partnership tax returns are prepared by another firm.

Yes. We prepare and electronically file Forms 1099-NEC and 1099-MISC for eligible contractors.

To ensure timely filing, we recommend scheduling 1099 preparation before year-end.

Yes. Independent Accounting Services works with businesses, sole proprietors, and individuals across Arizona.

Our firm provides remote accounting, financial reporting, and tax preparation services through secure systems that allow clients to work with us from anywhere in the state.

Most services are provided remotely across Arizona using secure systems and cloud-based accounting platforms.

Limited in-person meetings may be available for businesses located in the Yuma area.

No. Our firm focuses on monthly accounting, reconciliations, financial reporting, and oversight rather than daily transaction processing.

Many clients maintain an internal bookkeeper while we provide accounting supervision and reporting.

Most businesses should review at least three core financial reports regularly:

• Profit and Loss Statement (Income Statement) – shows revenue, expenses, and profitability
  • Balance Sheet – shows assets, liabilities, and equity
  • Cash flow information – helps understand how money moves through the business

Regular review of these reports helps business owners monitor financial performance and make informed decisions.

Many businesses engage an accountant when:

• Financial records become difficult to manage
  • Accurate financial reporting is needed for decision-making
  • Tax compliance becomes more complex
  • The business is growing and requires structured financial oversight

Working with an accountant early can help establish reliable systems and prevent costly errors later.