Overview of Our Bookkeeping Services

Think of Us as Your Internal Bookkeeping Department

Potler CPA Services, PLLC offers an all-inclusive solution that provides businesses relief from the day-to-day bookkeeping hassles while providing secure 24/7 access to financial data. We can do as little or as much of the process as you’d like. As your trusted advisor, Potler CPA Services can pay your bills, record deposits, prepare payroll and payroll tax returns, furnish reports, determine and pay sales tax, produce W-2s, and issue 1099s. All activity is completed securely online.

With our turn-key bundle, set-up and training couldn’t be easier. You define your immediate needs and we assess how our systems can be integrated. We train you on the process of providing our staff with the daily information required and how to access our systems from our website so we will be able to work with you and share information.

Once, your specific needs and frequency of entries are determined, the process begins... Potler CPA Services can do as little or as much of the bookkeeping functions as you choose, allowing you the necessary time to focus on what you know best... your business.