422 Epic Drive Chambersburg, PA 17201
What we do
At Gray-Pilgrim and Associates, we offer all the accounting services that typical firms provide because we all need “good numbers” as the foundation for what we do. We do not sell a one-size-fits-all package. Instead, we tailor services to your practices’ individual needs.
BOOKKEEPING SERVICES
- Monthly bank reconciliations with client balance to bank balance comparisons
- Monthly financial statements, including profit and loss statements and balance sheet reports
- Cash flow analysis
- Monthly general ledger review of QuickBooks accounts and coding
- Monthly or quarterly meetings to discuss financial statements
PAYROLL
- Payroll setup including payroll tax accounts and direct deposit
- Process payroll based on your payroll schedule: weekly, biweekly, semi monthly
- Easy to make changes/adjustments with our personalized payroll experience
- Quarterly payroll tax returns including forms 940 and 941 as well as state and local tax returns
- Year end W-2, 1099 preparation, and annual payroll reconciliations
Consulting
- Advice on pension and profit-sharing plans
- Buy-ins, associate contracts and other practice transitions
- Assistance in buy vs. lease decisions
- Guidance in obtaining loans/leases
- Pay packages for individual staff members
- Bent Ericksen HR Training and Implementation
- Personality Assessments with communication and teambuilding seminars
- Doctor and staff compensation planning and formulas
Additional Services
- QuickBooks installation and set-up of dental-specific or medical-specific chart of accounts
- Evaluating your business entity
- Practice valuation
- Personal financial planning
- New practice set-up
- Preparation of budget for income and expenses
- QuickBooks training for office staff
- Travel to your location for appointments is always an option
- We can accommodate your day off, breaks between appointments, evenings, or lunch breaks
Resources
- Monitoring areas of income and expenses to industry specific benchmarks/performance measurement systems
- Guidance with choice of equipment to purchase, including financing information and tax benefits
- Annual Dental fee survey with individual results provided to participants
- Semiannual newsletters containing information such as tax law changes or year-end tax savings ideas
- HIPAA compliance issues or embezzlement tips
Schedule Your Initial Consultation
CONTACT US TODAY
The main difference between Gray-Pilgrim and other firms is our strong desire to see you achieve your personal and professional goals. We want to work with you, not for you, to make those goals a reality. Isn’t it worth investing an hour of your time to explore how our unique approach could create a serious impact on your practice and your quality of life? Contact Gray-Pilgrim to set up your consultation today.
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