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.

Accounting Services

At DJE Advisors LLC, we understand that organized and up-kept financials are a critical success factor for any business. Accounting helps in strategic decision making, planning, cost controlling, and other processes. Call us for a free assessment.

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.