Client Accounting Services

Comprehensive accounting and advisory services you can trust

Wrap-Around Services, Customized to Meet Your Business Needs

Your business is unique, and we understand you need to spend more time focused on the bigger picture and less time worrying about day-to-day transactions. Designed with small businesses in mind, the experts at Leone, McDonnell & Roberts offer personalized, wrap-around services to support the financial operations of your business. From tax planning and preparation to general ledger maintenance to budgeting to year-end close – this strategic, encompassing approach streamlines everyday functions improving efficiencies and control.

By partnering with our experienced staff, you will have peace of mind, while gaining valuable insight and understanding to your financial picture. The experts at LMR will help keep you compliant and provide accurate and timely information you need to make data-driven decisions.

Our specialized services include:

  • Bookkeeping services
  • Payroll: W2 preparation/processing, tax preparation (941, state taxes), expense reimbursement
  • Submit 401K payments
  • QuickBooks support (desktop and online)
  • Accounts payable: vendor payments, 1099 preparation/processing
  • Accounts receivable: invoicing, collections
  • Month-end: reconcile bank, credit card statements, generate monthly financial reporting

Contact us:

Jeni Lauder

Jeni Lauder
Client Accounting Services, Supervisor

Have a Question or Concern?

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