For years, Ballard Surratt & Co., PA has been providing quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning. Ballard Surratt & Co., PA is one of the leading firms in and throughout the area.
By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base returns year after year. Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals.
This requires open communication to reach an understanding of our clients' needs through research and sound analysis. Ballard Surratt & Co., PA is dedicated to meeting these goals with high standards of excellence and professionalism.
By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base returns year after year. Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals.
This requires open communication to reach an understanding of our clients' needs through research and sound analysis. Ballard Surratt & Co., PA is dedicated to meeting these goals with high standards of excellence and professionalism.
Services
Offering an array of traditional services along with innovative new accounting services that are technology driven and scalable.
At Ballard Surratt & Co. we value conventional accounting processes while embracing advanced technologies which reengineer those processes.
Integrated into every service is our commitment to strong relationships and superior service.
Accounting is a complex and necessary part of every organization.
Whether your main goal is tax compliance, intelligent data for decision-making or maintaining accurate information for audited financial statements we can help you find the right solution.
At Ballard Surratt & Co. we value conventional accounting processes while embracing advanced technologies which reengineer those processes.
Integrated into every service is our commitment to strong relationships and superior service.
Accounting is a complex and necessary part of every organization.
Whether your main goal is tax compliance, intelligent data for decision-making or maintaining accurate information for audited financial statements we can help you find the right solution.
Which challenges can be improved by moving from traditional to virtual accounting services?.
The biggest obstacle to efficiently outsourcing parts of the traditional accounting process is the use of desktop accounting software instead of cloud-based software.
It sounds simple, but it's true.
Desktop accounting software requires multiple unnecessary steps like: data backups, delivery of backup to accountant, accountant to restore and often upgrade the backed up data, need to make adjusting journal entries rather than simply correct erroneous entries, duplication of journal entries and reconciliations because data is corrected first on the accountant's backup and again on the client's desktop software.
The biggest obstacle to efficiently outsourcing parts of the traditional accounting process is the use of desktop accounting software instead of cloud-based software.
It sounds simple, but it's true.
Desktop accounting software requires multiple unnecessary steps like: data backups, delivery of backup to accountant, accountant to restore and often upgrade the backed up data, need to make adjusting journal entries rather than simply correct erroneous entries, duplication of journal entries and reconciliations because data is corrected first on the accountant's backup and again on the client's desktop software.
Virtual Processing services offer you the flexibility to design a workflow that meets the specific needs of your organization.
A complete suite of VP services make your workflow more efficient, accurate and ensures complete control over your cash flow.
VP services provide excellent accountability, transparency and continuity for non-profit organizations that rotate treasurers.
VP services offer incredible efficiency for businesses organizations that require audited financial statements.
Intacct and QuickBooks to design a suite of solutions that work for you or allow you to choose a la carte services to fit specific needs:.
A complete suite of VP services make your workflow more efficient, accurate and ensures complete control over your cash flow.
VP services provide excellent accountability, transparency and continuity for non-profit organizations that rotate treasurers.
VP services offer incredible efficiency for businesses organizations that require audited financial statements.
Intacct and QuickBooks to design a suite of solutions that work for you or allow you to choose a la carte services to fit specific needs:.
Cash Flow VP is a bundle of services which combines Payables VP, Receivables VP and Payroll VP services to give you total visibility into cash flow projections.
In a world where "cash is king" and "time is money" you need to be constantly aware of how much money is scheduled to come in through accounts receivable, how much is scheduled to go out through payroll and accounts payable AND you need to know NOW!
You need the information in the palm of your hand, accessible from a mobile device and in a graphic format that tells you at-a-glance where you stand.
In a world where "cash is king" and "time is money" you need to be constantly aware of how much money is scheduled to come in through accounts receivable, how much is scheduled to go out through payroll and accounts payable AND you need to know NOW!
You need the information in the palm of your hand, accessible from a mobile device and in a graphic format that tells you at-a-glance where you stand.
Approve or pay bills on a weekly basis in less than an hour from the convenience of your mobile devices and save 50-75% of your time.
Approve bills in minutes!.
Automatically maintain digital images of all bills and history of all transactions for recordkeeping and data retrieval purposes.
Expedite your accounts payable and bill management processes, saving you time and greatly improving your control over cash flow.
Payables VP services eliminate all the manual tasks such as sorting, data entry, payment scheduling, check printing, envelope stuffing, mailing, filing and document storage.
Approve bills in minutes!.
Automatically maintain digital images of all bills and history of all transactions for recordkeeping and data retrieval purposes.
Expedite your accounts payable and bill management processes, saving you time and greatly improving your control over cash flow.
Payables VP services eliminate all the manual tasks such as sorting, data entry, payment scheduling, check printing, envelope stuffing, mailing, filing and document storage.
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