Our Services

Make tax time less taxing...

Tax season doesn’t have to be stressful when you work with our team. Our filing process offers a seamless digital experience—from gathering your tax documents to filing your return electronically.

Personalized—Because every client is different, we examine appropriate deductions and consider your unique situation to help minimize your tax burden.

Convenient— From initial collection of tax documents to filing, we provide a seamless digital experience.

Year-round support—We are available throughout the year to help you make smart tax decisions and put a sound, strategic tax plan in place.

You run your business…we’ll run the numbers

You have enough to do running your business. Let our seasoned team handle all your complex bookkeeping work including daily transaction classification and expense tracking, payroll, bill payment and invoicing, business tax planning and preparation, and reporting. We’ll make sure you always have a clear picture of your financial position.

Assurance—Trust that your back-office accounting work is processed accurately and in a timely manner.

Time savings—Take back all of those hours spent in the back office processing bookkeeping work…and put them toward advancing your business.

Cost savings—Billed at a fixed monthly fee, you can eliminate billing surprises caused by creeping hourly fees.

Do you already have an accounting team, but need additional training or support? Do you need help scaling your business to be able to analyze more data and transactions quickly? Would you like to grow your business but not grow your admin head count? Do you have many different software systems that do not talk to each other? One software for revenue, one for fixed assets, and ERP, all completely separate?

At Leading Light Accountancy, we believe in our people, growing and developing the team you currently in place. It is more cost effective than to replace them in the long run. In addition, education and training boosts the morale of your company, and in turn builds a better culture attracting high caliber individuals to your company.

Do you have an amazing accounting and Accounts Payable team, but they need additional training to complete their tasks, but it’s not in the budget to pay for their education or additional college classes? We can do one on one trainings, specific to their role, or do group trainings on overall accounting, reconciliations, or income statement reviews.

Build a culture and environment where people want to come work for you. Let us help get you there.

An efficient, well-maintained accounting system is at the center of a successful business—providing access to accurate, real-time data that supports smart, informed business decisions. Whether you are launching a new business or are in need of a system cleanup, our professionals can help ensure your accounting system is set up to support maximum operational efficiency. Or you’re outgrowing your current software, trying to find the best software to grow your business? But no time to do a cost analysis? Not sure which software is the best for your industry?

 Our team can do the review for you, researching and testing different software to put a proposal together for you to make an educated decision that is best to grow your business.

Data Migration is a service that software companies charge high prices to for. Transferring data from your old system to your new system likely puts a lot of the work back on your team. Our team can take this burden off you and help transition from your old software to your new software, ensuring the processes are set up and ready for you to pick up and run with upon completion.

We make sure your accounting system supports automated, streamlined workflows and ensure your system is set up so you always have access to real-time, accurate and smart-decision-driving data.

If your business has grown to where it needs professional financial advice but not the overhead expense of a full-time CFO or controller, you’ve come to the right firm.

Our outsourced CFO services provide you with the expertise and financial acumen of a professional financial manager who works with you to help guide your business success. With the help of our firm, you’ll have a better understanding of the financial side of your business and more control over your money, leading to improved decision-making.

With our outsourced CFO services you’ll also be able to leave your financial management to a trusted advisor, giving you more time to focus on new services, new customers, and other core business issues—knowing that your company has strong financial controls in place and the opportunity to increase its profitability.

If you'd like to learn more about our outsourced CFO Services please contact us.

When navigating a ship, smart sea captains use every bit of information available. To venture into unknown waters without a compass, chart and current weather report would be foolhardy indeed. The same is true for business owners today. Given the proper guidance and tools, business owners can reach their financial destination as planned. 

Let us help you build a strong foundation by educating and advising you on several key areas of business start-up, including:

Entity type analysis—We’ll help you navigate which entity structure is right for your business as well as handle state and federal form preparation.

Accounting system setup—Our team will ensure that your accounting system is optimized to support a streamlined, efficient workflow.

Retirement plan analysis—We’ll help you identify the best retirement plan for you and your employees…and one that doesn’t break the bank.

Time is money, so don’t waste a minute of it reviewing bad data. Ensure your time is well spent reviewing accurate business intelligence that leads to sound, financially healthy decisions.

Our experienced team members can do full balance sheet reconciliations and P&L reviews and analysis, including variance analysis.

Providing timely, accurate feedback and review allows you to focus on operations and what you can change to create a more profitable business, see the outliers quickly and address ongoing issues or concerns faster.