The meticulous management of your finances is our top priority at Poteet Accounting Group. We take pride in providing attention and detail that meets your business goals. We offer a full range of accounting and bookkeeping services including:
- Accounts Payable & Purchases, 1099s
- Accounts Receivable & Sales
- Credit Card Reconciliation
- Fixed Asset Management – GAAP
and Tax - Inventory Reconciliations
- Inventory Costing
- Bank Reconciliation
- G/L Account Reconciliations
- Month-end and Year-end Accounting Close
- Cash Flow Reporting
- Consolidated Financials
- Annual Budgeting
In addition, our owner and principal, Shelly Poteet, is known throughout the Napa Valley for her expertise as a consulting controller when businesses do not need a full-time person in that role. Please contact us so we may discuss your accounting needs.
“I appreciated Poteet Accounting Group’s knowledge, responsiveness and professionalism while providing excellent customer service. They always exceeded our expectations as they prepared our account reconciliations and annual financials for taxes.“
Nancy Brightwell, Big D Burgers, Former Owner