Waldron Rand offers a full range of professional services: Assurance, Taxation, Business Advisory, Estate Planning and Trust Administration, and Client Accounting Services. Our experienced team works closely with businesses (domestic and international) and high-net-worth individuals, providing technical expertise and trusted guidance.
Client Accounting Services
Waldron Rand provides accounting services, auditing, tax planning, and advisory. Often, our clients need help with more transactional and business accounting services. Through our joint venture with Rand & Sweet LLC, we offer our clients an array of services that help owners and leaders gain insights into the day-to-day operations and profitability of their business..
Outsourced Accounting
- Accurate, dependable bookkeeping with controllership oversight and process improvement — helping strengthen controls, ensure accuracy, and support scalable growth.
- General ledger management
- Accounts payable management (bill payment, vendor management, reconciliations)
- Accounts receivable management (invoicing, collections support, reconciliations)
- Payroll recording & processing
- W-9 tracking and 1099 processing
- Bank, credit card, loan, investment account and employee expense reconciliations
- Month-end and year-end close process
- Management of prepaid expenses and fixed assets
- Controllership oversight of accounting function & financial controls
- Sales tax filings
- Process review and optimization
- Accounting software consulting, implementation, and ongoing support
Financial Reporting
- Timely, actionable reports that turn your numbers into insights—so you can lead with confidence and clarity.
- Monthly, quarterly, and annual financial statement preparation
- Financial statement analysis
- Custom reporting dashboards
- Coordination with tax advisors and auditors
- Board and investor reporting packages
Cash Flow Management
- Proactive planning and visibility to keep your business financially agile, prepared, and in control.
- Cash flow forecasting
- Cash flow monitoring
- Working capital and liquidity management
Outsourced Accounting
- Accurate, dependable bookkeeping with controllership oversight and process improvement — helping strengthen controls, ensure accuracy, and support scalable growth.
- General ledger management
- Accounts payable management (bill payment, vendor management, reconciliations)
- Accounts receivable management (invoicing, collections support, reconciliations)
- Payroll recording & processing
- W-9 tracking and 1099 processing
- Bank, credit card, loan, investment account and employee expense reconciliations
- Month-end and year-end close process
- Management of prepaid expenses and fixed assets
- Controllership oversight of accounting function & financial controls
- Sales tax filings
- Process review and optimization
- Accounting software consulting, implementation, and ongoing support
Financial Reporting
- Timely, actionable reports that turn your numbers into insights—so you can lead with confidence and clarity.
- Monthly, quarterly, and annual financial statement preparation
- Financial statement analysis
- Custom reporting dashboards
- Coordination with tax advisors and auditors
- Board and investor reporting packages
Cash Flow Management
- Proactive planning and visibility to keep your business financially agile, prepared, and in control.
- Cash flow forecasting
- Cash flow monitoring
- Working capital and liquidity management