Financial clarity to empower your business.
Services
Accurate financial statements are the start, not the end. Every interaction commences by ensuring the accuracy and reconciliation of financial statements. If you require assistance in tidying up your books, allow us to handle that responsibility, freeing you to concentrate on your business. With 14 years of experience and a track record of assisting numerous clients clean up their accounting, we've established solid accounting foundations, upon which we budget, forecast, analyze, and grow your company.
Once the accounting foundation is set, our consulting services are crafted to cater to your unique needs and aspirations. We understand that every organization is distinct, facing its own set of challenges and opportunities. Our focus is on providing the tools and information needed to help you make business decisions that set you apart from your competition.
Contact us today to get started on your tailored accounting and finance plan.
Accounting Clean Up
- Initial Assessment and Planning
- Adjusting Entries
- Review and Reconciliation
- Financial Statement Preparation
- Documentation and Reporting
Financial Analysis
- Financial modeling
- Financial health assessment
- Cost analysis
- Profitability analysis
- Industry benchmarking
- Tax planning
Budgeting
- Setting Financial Goals
- Data Collection
- Resource Allocation
- Budget Creation
- Review and Approval
- Communications and Reporting
Training
- Mentoring and Coaching your Team
- Accounting Best Practices
- Understanding Financial Statements
- Financial Risk Management
Forecasting
- Data Collection and Analysis
- Assumptions and Inputs
- Financial Model Development
- Continuous Monitoring and Refinement
Audit Preparation
- Accounting Review
- Organizing Documentation
- Engagement with Auditors
- Preparation of Supporting Schedules
Todd Rossier, MT
Owner
"I can't express enough how fortunate I am to have crossed paths with Treston Wold at EFS. After a series of frustrations with my previous accountant, Treston came to the rescue. He not only addressed all my questions but also skillfully resolved the accounting issues that had been causing me headaches. Treston's expertise and responsiveness turned what seemed like an insurmountable challenge into a manageable and smooth process. I'm truly grateful for his invaluable assistance and would highly recommend Treston to anyone seeking a knowledgeable and reliable financial expert."
Brian Jass, MN
Co-Founder
"It was a great experience collaborating with Treston. In our first meeting, he not only grasped my pain points but also devised a thoughtful plan to tidy up my financial books and pave the way for future success. Accounting, once a task I disliked, became enjoyable and rewarding through his effective and personal training. Treston played a crucial role in cleaning up our books and establishing a solid foundation for my company. He is my go to with any of my accounting questions."