Accounting & Auditing Services

Business and personal financial success begins with one thing: understanding. You need to know where you’ve been, how your finances stand today, and what they’re likely to look like tomorrow. And you need a partner who is passionate about your success and whom you can trust to provide the professional advice you need to make decisions that achieve your goals.

At Helmholdt+Company we don’t just do the work for you; we teach you and your staff what you need to know to understand your business at a deeper level. We do our best work when we help your team do theirs.

We provide a wide range of services, including the following:

Financial Reporting

When lenders, investors, suppliers, or customers need confirmation of your financial condition, turn to us. We provide financial statements to three levels of assurance:

  • Audit: An audit involves an in-depth investigation of your company’s systems and records. When banks and investors need the utmost confidence, you can rely on Helmholdt+Company’s sterling reputation and more than 40 years of success.
  • Review: A review produces financial statements backed by strong analytical procedures that provide confidence in the accuracy of your numbers. While not as thorough as an audit, a review can provide the assurance you need to secure a line of credit with your bank, inform your current vendors and investors, and reassure key customers.
  • Compilation: A compilation provides financial statements based solely on information provided by you. Compilations may be of limited utility for external audiences, but they can be invaluable tools for managing your business and confirming that you’re headed in the right direction.


No matter the size of your company, clear, well-organized financial records are crucial to managing your business for success. Helmholdt+Company can help make you and your staff much more efficient at daily bookkeeping tasks. From full-service bookkeeping to frequent reviews that catch and correct problems early, before they become time consuming to fix, we have a solution that’s right for you.

QuickBooks and Accounting Systems

Modern accounting systems provide you with real time information and quality reporting. And when configured properly, they speed the daily bookkeeping tasks that can otherwise get in the way of whatever business is your business. The team at Helmholdt+Company includes certified QuickBooks ProAdvisors who can evaluate, improve, and maintain your accounting system. Rest easy knowing you can trust your books.

Cash Flow and Budgeting Analysis

Cash flow is the lifeblood of your business. Thriving businesses must manage both profitability and cash flow to ensure you have all the capital and cash you need to grow and succeed. At Helmholdt+Company, our cash flow analyses assess your company’s financial condition, track cash flow sources and usage, and estimate financial requirements. Plan confidently for your success.

Financial Forecasts and Projections

Think of financial forecasts and projections as your roadmap to success. They give you a clear and confident picture of where your business is headed today and provide a basis to decide where to head tomorrow. From simple projections to complex financial modeling that provides insight into the inner workings of your business model, we can assist you in planning for both your business and personal success.