Our Services

DJE Advisors specializes in tax preparation and accounting

Tax Preparation

We prepare federal and state income tax returns for individuals, trusts, estates, partnerships and corporations, estate and gift tax returns, and foundations. We perform tax research, planning and consulting year-round in order to develop tax saving opportunities for our clients as situations arise. We have an ideal combination of accounting and finance expertise to assist with our client’s unique situations.

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Accounting Services

Accounting solutionZ empowered by DJE Advisors. We deliver our accounting services through our sister company Accounting solutionZ to focus on keeping your books clean, organized, and up to date. We understand that organized up-kept financials are critical to a business’s success. Accounting helps in strategic decision-making, planning, cost control, and other processes. That is why we offer high-quality work within your budget. Let us help you save time, money, and energy. Below are the services we offer.

Weekly, Monthly, and Quarterly Bookkeeping

  • Bank account reconciliations
  • Credit card reconciliations
  • Reconcile any other major balance sheet accounts, for example: assets, loans, owner distributions, inter-company accounts, etc
  • Automate as many transactions as possible

Monthly, Quarterly, and Annual Reporting/Analysis

  • Income statement reporting & analysis
  • Balance sheet review
  • Cash flow statement analysis

Cost Accounting

  • With accurate bookkeeping and reporting this will help us in the process of finding areas to cut costs and improve current business processes

Accounts Payable

  • Enter bills
  • Pay them either electronically or by check

Accounting Software Setup

  • If you are currently not on an accounting software, we can help you get set up

Accounts Receivable

  • Create and send invoices to customers
  • Record payments/deposits

Budgeting

  • Create monthly budgets which acts as an expense plan
  • Compare budgeted numbers to actual numbers

Clean Up

  • Clean/organize accounts in your books
  • Clean/organize electronic and/or physical paper files

Payroll Processing

  • Process payroll on QuickBooks or another payroll system
  • Submit quarterly 940 & 941 forms.