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Accounting Services

Financial Statement Reviews - Financial Statement Reviews provide a mid-level assurance service which can only be performed by CPA firms. A Review consists primarily of inquiries and analytical procedures to provide support for the assertion that the financial statements appear accurate. It is a higher level of service than a Compilation which is described below. Certified Audits provide greater assurance than a Review as there are third party verifications and internal controls are taken into account.

Compilation of Financial Statements - If you need a financial statement prepared by an accountant, we can help. Compiled financial statements are when we take your trial balance or financial statements and perform some basic procedures, and put them in the proper financial statement format along with our report. When required, we will help generate the financial information or make adjustments to your records in order to get them ready for the compilation. Compilations can either be issued with disclosures or without depending upon what you and your lenders want. If we prepare your business taxes a non-disclosure compilation can usually be prepared at minimal cost.

Monthly Accounting - In order to make sound business decisions you need to be assured of the integrity of your business accounting system. McGregor-Caverhill, Tax and Accounting Services offers monthly/quarterly accounting services that keep your business accounts accurate, secure and running smoothly. Sign up for our QuickBooks Silver or Gold Plan and keep your bookkeeping on track and your tax returns prepared at an agreed upon investment with us. Please contact us and we would be pleased to find a plan that works for you.

Payroll - Whether you process your payroll manually or through QuickBooks, we can prepare your payroll tax returns, W-2s and 1099s. Alternatively, we can teach you how to accomplish this yourself. If you want to relieve yourself of the payroll function altogether, you might benefit from a payroll service. We know several companies we could recommend. Payroll is an important and time sensitive part of your accounting system that must have high importance.


1230 NE 3rd, Suite A-180 Bend, OR 97701 Tel: (541)389-1970 Fax: (541)389-1976 e-mail us

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