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As a full-service CPA firm, Planet Financial, Inc. provides a broad group of accounting and related services including the following:

  • Monthly, Quarterly and Annual Data-Processing Services
  • Compilation of Financial Statements with Supplementary Analyses
  • Assistance with Accounting Methods (revenue recognition) and Budget Development/Monitoring
  • After-the-Fact Payroll Processing Entry to the general ledger
  • Fixed Asset Management & Depreciation Calculations

We’ve assisted many owner-managed organizations that do not have in-house staff with the requisite bookkeeping and general accounting experience. We help establish and maintain a complete set of books and records. We provide cost-effective data-processing services that utilize our clients existing bank statements, deposit records and cancelled checks to create a general ledger using existing client staff’s skills and capabilities.

Also, a standard feature of our service is for our staff to routinely meet with client management to present monthly and quarterly financial statements and to receive feedback on issues or developing client needs. We continuously search for ways to improve our service delivery. Our goal is to satisfy our clients’ needs by exceeding expectations. For further information or comments, call us on (973) 747-9526.