Consulting/Advising

CFO & Controller Support

As your business or businesses grow or become more complex, Henry & Peters offers full CFO and controller consulting. Some of the support functions we may perform are as follows:

• Financial statement analysis
• Budget preparation
• Cash management
• Review and analysis of internal controls
• Multiple entity structures
• Strategic planning
• Due diligence
• Business plans
• Financial models
• Financing
• Forecasting
• Accounting system design & implementation
• Analysis of receivables
• Analysis of payables
• Conferences with accounting manager
• Conferences with senior management
• Accrual Analysis
• Review accounting policies
• Special Projects

We will find the best way to customize our services to meet your unique business needs.

Providing service beyond the numbers.

Our accountants can help

• Set up your company bookkeeping and financial reporting
• Problem solve to keep your business running smoothly
• Ensure payroll, taxes, and reporting are set up and ready
• Troubleshoot any problems
• Understand how your business is performing to help you make informed decisions
• Use software to manage your business more efficiently
• Provide analysis and management reports

Running a business or engaging in business endeavors doesn’t come with an instruction manual, but there is help.

Turn to Henry & Peters for financial statement analysis, budgeting assistance, and all of your QuickBooks® needs.

As QuickBooks® ProAdvisors in East Texas, we can provide QuickBooks® training for you and your staff, helping you get the program working how you need it to.

Our experienced team includes a variety of industry backgrounds, so whatever business you’re in, we offer specialized knowledge to help you achieve more.

New Business Accounting Setup

Starting a new business comes with plenty of to-dos, including setting up accounting and bookkeeping systems.

We are available to support you throughout the process:

• Acquire needed tax numbers and website logins
• Set up your QuickBooks® file, Chart of Accounts, Reports, Payroll
• Provide QuickBooks® training
• Be available for you as questions come up
• Troubleshooting

Chart of Accounts Design

Just as your business is unique, the chart of accounts for your business should be, too. We help our clients learn the proper way to set up their chart of accounts between assets, liabilities, equity, revenues & expenses and tailor this to your needs.

Client Staff Training

Our team can train you and your staff in any area related to accounting, such as industry-specific accounting, internal processes, payroll processing and how to use QuickBooks. for construction and legal businesses and inventory management. We also install and provide training on bookkeeping software such as QuickBooks®.

Audit Support

Henry & Peters will provide support during an audit by helping you organize and prepare documents the auditor has requested. We are available to work freely with an auditor on your behalf. 

• Sales tax audit
• Department of Labor audit
• Texas Workforce Commission Audits
• Workman’s Comp Audits

Contingency and Emergency Support

Every business owner has emergencies, staff transitions, and employee absences that can temporarily hinder or shut down their accounting and bookkeeping departments.

Henry & Peters is ready to step in and take care of your accounting needs, however extensive they are, and for however long you need us.