Crunch the Numbers With Certified Financial Planners

At preferred accounting, llc, we have more than 20 years of experience doing private and non-profit accounting services. Our team has prepared tax returns for all organizational types in Washington, DC. This requires that all our members have a thorough knowledge of current tax laws and the effect they may have on your entity's taxable income.

Individual Services

Our key personnel have studied industry-specific designations to advance our individual accounting services. Our in-house certified financial planner is responsible for directing and managing personal finances to achieve an appropriate retirement nest egg. This concentration allows our firm to weave each facet of financial management with wealth building strategies. Ultimately, we want to ensure that our plans and your forecasted goals for personal wealth accumulation are met.

Business and Non-Profit Organizations

We offer high-level financial management services to small businesses and non-profit organizations. Our firm has developed and implemented critical processes and procedures to assist you in decision-making and producing high-quality financial documents. To adequately provide these services, we have expertise in financial statement audits and attestation, as well as:

• Reviews and Compilations
• Audit Readiness and Internal Controls Review
• Financial Statement Preparation
• Financial Systems Support

• QuickBooks™ Implementation, Training, and Maintenance
• Budget Preparation and Actual Analysis
• Business Planning and New Entity Formation
• Cash Flow Projections and Financial Management Training