Client Advisory Services

PKF Mueller provides bookkeeping solutions to small and mid-size companies. Using online resources, we offer an easy, safe, and secure transfer and storage of financial documents. We provide assistance in all areas of general accounting, payroll, business tax reporting requirements, and financial statements. Our Client Advisory Services team will maintain accurate, up-to-date business data, as well as analyze the information to provide strategies to improve your bottom-line.

Benefits of Outsourced Accounting

Reduce Costs

  • Eliminates hiring and training of staff
  • Eliminates employee overhead expenses

Improve Reporting & Controls

  • Receive accurate and current financial information from a team of experienced professionals
  • Reduce the risk of fraud

Create a “Silent Partner”

  • Receive guidance from financial professionals about results without adding staff
  • Increased productivity due to data becoming more readily available for your review

Easily Accessible

  • Cloud based – no matter where you are, your secure data is at your fingertips

Additional Services

Sage Intacct

Sage Intacct is a cloud based Financial Performance Management (FPM) software that PKF Mueller uses to manage many financial aspects of your business. It is designed to automate the complete array of accounting processes—from basic to complex—so you can improve productivity, provide compliance, and grow without excessive hiring.

PKF Mueller is a Certified Sage Intacct Partner

QuickBooks ProAdvisors®

QuickBooks® is the software solution PKF Mueller uses to manage many of the financial aspects of your business. As a cloud based service, your information is readily available, and it is a great way to organize while keeping all of your information in one secure location. We have an experienced team of Certified QuickBooks ProAdvisors® that are available to assist you with any questions or concerns you may have.

Interim CFO Services

The needs of small to medium-sized businesses frequently extend beyond the services provided by an accountant or bookkeeper. But they may not justify the expense of a full-time CFO or Controller. At times unavoidable fluctuations in staffing due to turnover or absences can occur that leads firms to reevaluate their accounting needs.  Many firms also experience growth, acquisitions, and liquidity problems that result in financial and operational challenges that are beyond the scope of what is normally serviced in-house.

  • Engagements typically last 3 to 12 months.
  • Firms engaging in our services have access to the resources of a full-service accounting firm.
  • Services can be part-time or project-based.

Family Office Services

Wealthy families have complex financial needs that require very personalized and integrated wealth management services. We help our clients by providing highly personalized counsel and providing an integrated suite of wealth management services tailored to high net worth families. We collaborate with each family through a goals-directed planning process designed to ensure that families benefit from all that their wealth allows. Our services include:

  • Financial Management & Planning
  • Family Heritage Planning
  • Tax Consultation
  • Risk Analysis & Insurance Planning

Data Security

The security of your data is very important to us. Our security system offers the following protection for your information:

  • Files can only be accessed by you, any authorized employee, and your PKF Mueller accountant
  • Our data security firm is used by many financial institutions to secure financial data daily.
  • 128 – bit encryption and 24 hour back-ups are provided
  • Our web host has completed ISO 27001, SSAE-16, SOC 1, SOC 2, and SOC 3 certifications
  • Our web host is an Intuit authorized commercial host

Contact Us For More Information