Accounting and Assurance Services


We will compile financial statements using client provided information. This information will be used to prepare a compilation report and should be used for internal purposes only. No assurance will be provided in this report.
Agreed‐Upon Procedures – At the request of the client we will do procedures based on client criteria. This type of service saves time and is a cost effective way of focusing on particular areas.

Accounting Services

We will provide assistance to organizations regarding the proper accounting treatment under generally accepted accounting principles. We will also assist organizations in drafting financial statements.

Small Business Accounting Services

  • Assessment – We will assess the client’s processes and procedures to determine if the correct controls are in place. We will provide recommendations to streamline processes for increased efficiency. We will also verify the accuracy of the financial data.
  • Recurring Accounting – Glisson and Associates will provide the client with on-going services to ensure that the client’s data is accurate and financial statements are completed in a timely manner. This service includes reconciling bank accounts, recording monthly journal entries, scanning the general ledger for errors, and general overview of financial statements for material errors.
  • QuickBooks Support – We will assist with the following items for QuickBooks:
    • Assist with the correct software selection
    • Setup and/or conversion of a client’s file
    • Assist with setup
    • Troubleshoot issues
    • Provide client specific manuals
    • Support for all versions
  • Payroll Processing
  • Sales Tax Returns
  • Contract Controller/CFO
  • Assist in the Hiring and Training of Accounting Staff
  • Business Owner Advisor