Custom Accounting Solutions

Many owners of small and mid-sized businesses find that as their business grows, their finances become too complex to handle on their own.

They need someone with more financial expertise than they have themselves or within their accounting department. While hiring additional staff may not always be feasible, Custom Accounting Solutions from H2R CPA can be a practical and affordable alternative.

How can Custom Accounting Solutions help your business?

There are a variety of situations where H2R CPA Custom Accounting Solutions might be a good fit:

  • A business may find value in outsourcing their accounting needs to help capture, analyze and provide access to timely financial data
  • Growing businesses may need help with their accounting and finance functions, due to a lack of resources
  • A business using QuickBooks® may need help with implementing updates, training staff, or setting up their accounts most efficiently to take advantage of advanced, automated features
  • Established businesses may be looking for better quality and more timely data to run their business and make faster management decisions
  • A business may be looking for a Controller or CFO on a part time basis for cost sharing
  • And many more unique business situations

Custom Accounting Solutions - Overview

Our Custom Accounting Solutions is a package built for your specific needs, based upon three categories of service: Bookkeeper, Controller and CFO. We will work with you to create a custom package from the following areas:


Transaction classification and posting

Chart of account maintenance

Book monthly journal entries

Prepare monthly bank reconciliation

QuickBooks® consulting


Ensure accurate and timely monthly close

Perform Balance Sheet and Income Statement review, identify key analytics and trends

Perform detailed analysis for critical accounts, such as accounts receivable and accounts payable

Prepare standard monthly financial package and cash flow analysis

Quarterly financial performance meetings with management

Year-end tax trial balance for CPA to complete return

Create efficient internal process and document procedures for future reference


Design and development of customized management dashboard reports

Support during annual budgeting process

Proforma cash flow modeling for management decision making, such as “make vs. buy” decisions, new product analysis, and potential acquisitions

Training and financial education of company staff and management

Ensuring adherence to Generally Accepted Accounting Principles, such as revenue recognition and leasing standards

Ongoing assessment and design of your accounting function, processes, and financial operating system

Access to and support in connecting with our business network, internally and externally, to help realize your growth goals

Available for periodic strategic meetings as business opportunities, challenges and projects arise

Custom Accounting Solutions - Deliverables

The deliverables from Custom Accounting Solutions are helpful, custom resources for business owners, and may include the following, or similar items, to be determined upon an assessment of your specific needs:

  • Customized monthly reports for your business, focused on the information you need to make strategic decisions and achieve your goals
  • Monthly/quarterly meetings to discuss reports, address concerns or challenges, and identify trends or opportunities
  • Year-end financial reporting package to include a CPA-ready Trial Balance, which can be used to facilitate tax planning and compliance

Tax Planning Services for Business Owners

H2R CPA is differentiated from other accounting service providers because we are a one-stop shop for both accounting and tax services. In addition to our Custom Accounting Solutions package, we can provide the full range of tax planning, minimization and compliance services that can help you most effectively run your business.

H2R CPA’s tax practice collaborates closely with our clients’ management teams to identify and assist in the implementation of tax planning opportunities. Throughout the year, we meet and/or communicate with our clients to discuss their goals and objectives. We also discuss recent legislative amendments, which may affect a client’s tax positions. These discussions permit us to anticipate the tax consequences of material transactions and management decisions.

Learn more about H2R CPA's Tax Planning services for business owners.

Meet Our Custom Accounting Solutions Leadership Team

Laura Scala

Advanced Certified QuickBooks® ProAdvisor | Manager

Maxwell R. Hartman

CPA | Senior Associate