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Accounting Services

At Adler & Associates, S.C. we provide a wide range of accounting services to individuals and businesses. We strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Our professional accounting services include:

Business Financial Statements

Accurate and insightful information is a necessity to make good financial decisions. Let us help! Your financial statements serve as a snapshot of your latest period. This allows you to see trends and out of control costs so you can maximize profitability and seize new opportunities from the start.

At Adler & Associates, S.C. we talk to our clients to find out what information will be most useful to them so that we may prepare the best financial statements possible.

Accounting System Setup

Who is in charge of your bookkeeping? What documentation do they need for a clear financial picture? What software should you use? There are a lot of details about setting up a well-oiled accounting system. It’s more than just punching numbers into a computer.

Adler & Associates, S.C. is here to help. We have decades of experience we want to share with you so that together we can find simple, efficient solutions that work for you. Our goal is to get your software and other procedures together in an easy to follow package. We want your accounting system to be easy and replicable so that it almost runs itself.

Accounting System Support

When you record transactions it’s important that each transaction is accounted for properly. You need a clear picture for your financial statements to be useful. If you’re unsure, or have unusual transactions, this can be particularly difficult. Adler & Associates, S.C. can help.

Whether it’s a software issue, a procedural problem, or a question of documentation, we work with our clients to ensure that your bookkeeping and accounting are handled properly. Not only does this give you more peace of mind, but it makes certain that your financial statements are more accurate and useful.

Budgeting and Forecasting

Budgets are key for internal cost controls. A large part of a useful budget is proper forecasting. Saying revenues are expected to increase by 5% this year doesn't make it so, especially if the economy is stagnant. With an appropriate forecast, a workable budget can be prepared. This is your blueprint for success! You can compare your financial statements to the goals in your budget to see how you're doing.

Adler & Associates, S.C. will assist with proper forecasting and budget preparation. From there we will work with you to analyze where you are exceeding your goals, and where you are lagging. In addition, we can sift through those variances to identify why you exceeded or failed to meet your goals.

Personal Financial Statements

Think of personal financial statements as a snapshot of your financials. They are much like business financial statements, only you are the business. Personal financial statements can help attain financing for large purchases, business startups, or to help receive the best rate on your mortgage. In addition, they can be convenient financial and retirement planning tools.

Entity Selection and Restructuring

The selection of business entity can have an enormous impact on your taxes and other financial liabilities. In addition, laws, regulations, and your business changes, so as time goes on, changing your business structure can lead to large savings.

At Adler & Associates, S.C. we are committed to our clients' well-being. Through our commitment to continuing professional education for our staff, we keep abreast of tax law changes and new business developments. We pass our knowledge on so that our clients' can make the best decisions for their situations.

Debt and Finance Advising

Are you looking at a large purchase, but aren't sure how you can afford it? Have you already racked up debt obligations and are worried about making payments? Then you need to get a good look at your entire financial picture and the options out there.

Adler & Associates, S.C. can show you what your finances look like. We can come up with your average budget, highlight waste, and assist you with debt repayment planning. In addition, we can create various budget projections based on several courses of action so that you can best evaluate financing options or repayment terms.

Mergers and Acquisitions

Business transactions are complicated. No two businesses are exactly alike. Whether you are buying, selling, or simply looking to expand your business, Adler & Associates, S.C. can assist you with expert CPA analysis. From analyzing business financials to finding the most tax efficient tax structure, we want to help you make the best decision possible.

Monthly Accounting

Whether you want financial statements or not for your company, you at least want every transaction properly recorded. This will save you time and money at the end of the year during tax preparation.

Adler & Associates, S.C. wants to make sure that your books are correct. We will review your entries on a monthly, quarterly, or annual basis to ensure all transactions were posted to the correct account.


What is a compilation? Simply put, it is the preparation of financial statements. A compilation reduces each set of transactions into the corresponding change in each account for the period. The result? Income statements and balance sheets are the standard financial statements, but customized statements can be prepared depending on your company’s needs.

In general, Adler & Associates, S.C. prepares financial statements for management. This will give a snapshot of how the business performed during the period. These statements can be compared to the budget in order to highlight overspending and other issues, as well as positive trends.

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