Business Details
22 Years
experience
Trusted Bookkeeping & Accounting Services in Summerville, SC
We are a dedicated bookkeeping and accounting firm committed to providing comprehensive financial services to businesses and individuals. Since 2004, we have prioritized client satisfaction by maintaining long-term relationships, even through geographic transitions, and offering tailored financial solutions. Our team combines extensive experience with certifications such as QuickBooks Pro Advisor and IRS Reporting Agent to deliver accurate, reliable services. We specialize in monthly bookkeeping, payroll management, tax preparation, and financial planning, serving diverse industries including construction, hospitality, and retail.Our flexibility allows us to work remotely or on-site, ensuring convenience for clients across Summerville, SC, and beyond. We emphasize transparency, personalized support, and continuous education to empower clients in achieving their financial goals. With access to a network of enrolled agents, CPAs, and financial advisors, we provide holistic solutions to meet complex financial needs. Our commitment to excellence and client-centric approach distinguish us as a trusted partner in financial management.
Services
Monthly Bookkeeping
Payroll Services
Personal Income Tax
Bank Reconciliation
Budget Planning
QuickBooks Training
Details
- Year established: 2004
Highlights and features
- We offer over 20 years of experience in bookkeeping and accounting services.
- Our team includes certified QuickBooks Pro Advisors and IRS Reporting Agents.
- We provide flexible service arrangements for remote or on-site support.
- We serve diverse industries, including contractors, restaurants, and retail businesses.
- We offer free estimates to address your specific financial needs.
Associations and certifications
- QuickBooks Pro Advisor
- IRS Reporting Agent
Services
Monthly Bookkeeping
We provide comprehensive monthly bookkeeping services to track and organize your business finances. Our team ensures accurate record-keeping, including accounts payable, receivable, and financial reporting. Clients benefit from timely insights into their financial health, enabling informed decision-making and long-term stability.
Payroll Services
Our payroll solutions streamline employee payment processing, tax filings, and compliance. We handle direct deposits, paycheck distribution, and quarterly tax reports to reduce administrative burdens. Businesses gain peace of mind knowing payroll obligations are met accurately and on time.
Personal Income Tax
We prepare and file personal income tax returns with expertise in federal and state regulations. Our services minimize errors and maximize refunds while ensuring timely submission. Clients receive guidance to navigate tax complexities confidently.
Bank Reconciliation
We reconcile bank statements with accounting records to ensure financial accuracy. This process identifies discrepancies and prevents errors in cash flow management. Businesses maintain reliable financial records for audits and strategic planning.
QuickBooks Training
We offer customized QuickBooks setup and training to optimize financial management. Clients learn to navigate the software effectively for day-to-day operations. Enhanced proficiency leads to improved efficiency and reduced accounting errors.
Questions
What services does White & Associates offer?
We provide bookkeeping, payroll processing, tax preparation, budget planning, bank reconciliation, and QuickBooks training for businesses and individuals.
Can you work with remote clients?
Yes, we offer remote services via email, fax, or mail, in addition to on-site support for local clients in Summerville, SC.
Are your services available for small businesses?
Absolutely. We specialize in supporting small businesses across industries, including contractors, restaurants, and retail operations.
How do you ensure accuracy in tax preparation?
Our team stays updated on IRS and state regulations, ensuring precise tax filings and compliance for personal and business returns.
Do you offer free consultations?
Yes, we provide free estimates to discuss your financial needs and tailor services to your specific requirements.
What certifications do your team members hold?
We are certified QuickBooks Pro Advisors and IRS Reporting Agents, with access to CPAs and financial advisors for specialized support.
