Accounting and

​Bookkeeping Services

Clarifying the Language of Business
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Accounting and
Bookkeeping Services


Running a business is not easy and keeping your financial records in order is a burden along with being complex. Keeping up on reporting deadlines and requirements with limited internal resources can make your job even more difficult. To help you focus on your business' mission and growth, Alto CPA Group offers comprehensive accounting solutions.

We provide cloud accounting expertise in solutions like Quickbooks, Xero, Zoho Books, Freshbooks, and Wave

Services include:

Audits, Reviews and Compilations:

We provide the three levels of assurance services:

  • Audit - Highest level of assurance: A thorough examination of your books and records
  • Review - Limited level of assurance: We use analytical procedures to conduct our examination of your books and records
  • Compilation - Involves no activities to obtain any level of assurance: We assist you in presenting your financial statements


Your business will run more efficiently with accurate and timely results. We can assist you with your day-to-day bookkeeping tasks, or we can review your bookkeeping and prepare monthly, quarterly, and year-end financial statements.

Customized Reporting:

Making informed decisions requires the right financial information. We can help you by creating customized financial reports specific to your business that will provide you with the insight you need to manage your business and allow you to communicate performance to key stakeholders.

Key Performance Indicators and Analytics:

Key performance indicators provides critical insights into the financial health of your business. We will ensure you have a thorough understanding of what is working and where you are needed so you can make the adjustments you need to stay on track. We can also help you with identifying issues with our exception based analytics.

The solutions we recommend provide you with real-time data so you have up to the minute insight of your business performance from wherever you are.

On This Page:

CPA Accounting

Other Links:

CPA Red Bank

Tools to Compliment Cloud Applications:

The cloud solutions we recommend will provide significant efficiencies to your business. To expand on these efficiencies, there are inexpensive and sometimes free tools in the cloud that will help to unify your back office. The most commonly used tools include e-Faxing, e-signatures, email management, web-conferencing, office productivity suites, collaboration tools, PDF editing tools, and mobile applications.

​Monthly Services
Accounting Services
Monthly Accounting Services


Balance the books

Review and reconcile bank and credit card. Check processing and auto debits costs businesses hundreds and even thousands of dollars a year so reconciliations are a must.

Review margins

Comparing profit margins at various levels to a plan and the prior year should identify problems in your business sooner so you can be proactive in addressing the issues. Maintaining clean and reconciled numbers is important when analyzing your business.

Tracking accounts receivable

A high Accounts receivable balance kills cash flow. Automating aged receivables and invoice reminders should be a priority. Credit terms should be reviewed periodically.

Check in with your accountant

Conversations with your CPA shouldn’t be reserved for tax season. Open communication ensures better service.

Detailed Services at a Glance



General Ledger

Chart of Accounts

Journal Entries

Import and Export Files

Profit and Cost Centers

Customized Fields

Accrual and Cash-Basis Accounting

Trial Balance

Fixed Assets

Accounts Receivable

Sales Orders

Estimates & Quotes


Customer Invoice Detail

Customer Payment History

Customizable Invoices

Customer Statements

Recurring Billing

Aged Receivables

Accounts Payable

Purchase Orders


Vendor Payment History

Aged Payables

Accounts Payable

Purchase Orders


Vendor Payment History

Aged Payables

Job Tracking

Inventory Tracking



Sales Tax

1099 Filings


Financial Snapshot


Comparative Reporting

Variance Analysis

Profit & Loss Statement

Balance Sheet

Cash Flow Statement

Cash Flow Monitoring

​Accounting Integrations
Accounting Services

An effective accounting process is achieved with simplicity, efficiency, and visibility with a real-time view. Today's cloud applications gives us makes this possible. Visibility for a healthy cash flow comes with a quick and efficient handling of revenue and expenses. Today’s selection of integrated applications (apps) makes this possible with the right apps in place. 

The first step in selecting the right app is to learn how your business operates by building a business profile that includes:

  • What is your business trying to achieve over the short and long-term?
  • Is your focus on increasing efficiency, grow your business, or both?
  • What are the specific problems within your business? Do you have issues tracking project time for billing purposes to name one?
  • What is the financial health of your business?
  • What tools do you currently have in place?
  • Can your business adapt to more advanced applications and to what extent?                                                                
​Our Cloud Accounting Software Partners
Accounting Services
Zoho Books
Patriot Accounting


Accounting Services

Accounting doesn’t have to be difficult and thanks to the cloud, there are plenty of great choices that are easy to use. Being one of the most important aspects of your business, you need an accounting solution that can help your business gain control of your finances.  Choosing the right business accounting software can help you automate your books, manage your finances, minimize errors, save time, and it will help you grow your business. 


Quickbooks Online

Quickbooks Pro Advisor

Who doesn't know Quickbooks? By far the most popular cloud accounting solution, Quickbooks is a very reliable solution that helps businesses of all sizes. Quickbooks offers many good features, many reports and an enormous amount of integrations. On the flip side, it is not the easiest solution to learn and may not be suitable for businesses that never used it. 



Accounting Red Bank
Xero Certified Advisor

Xero, a cloud accounting solution, connects small, and mid-sized businesses with their accountants, and provides business owners with great visibility to their financial position and results.. Xero has grown quickly in the past few years and is the top competitor of QuickBooks. With sophisticated accounting features, an intuitive platform, and  many integrations, Xero has been a favorite among accounting firms. Xero is more expensive than all the solutions we work with so it makes more sense to use if your annual revenue is over $600,000. 

Zoho Books

Zoho Books

Zoho Accounting
Zoho Books Certified Advisor

Zoho Books is a cloud accounting solution that does nearly everything the other popular brands do, but at a much lower price. In the past few years, Zoho Books has made significant progress and is now one of the top players for small to mid sized businesses. The only downside we currently see is not having an integrated, which is coming soon. We recommend Zoho Books to almost every business since it is not only a great product, they offer over 40 other GREAT applications at unbelievably low prices that can run your entire business. Zoho is a no brainer in our mind. See our Zoho page for a view of all their products.


Wave Accounting

Wave Accounting
Wave Pro Network

In our opinion, Wave is the top free cloud accounting software.  You will be able to connect unlimited bank and credit card accounts, add unlimited income and expense tracking, invoice and scan receipts for managing expenses.

You can also give your clients and customers the option of paying invoices online via credit cards and by ACH. However, Wave charges 2.9% + $0.30 for each credit card transaction and 1% for each ACH payment. You can add payroll for your employees, however, there is a monthly base fee, plus $4 per employee and contractors.

Wave is a great no cost option for very small businesses

Wave Website

Runner up: ZipBooks:

ZipBooks is also a strong accounting software for small businesses. You will find features such as reports, bank syncing, billing, expense management, and invoicing. You can also tag any transaction with a customer, project, location, or other custom tag, then generate an accounting report based on the tags. Like Wave, you can process online payments to your invoiced customers Square or PayPal. Standard rates apply.

ZipBooks Website


Freshbooks Accounting
Freshbooks Certified Accountant

Freshbooks is another cloud accounting solution that caters to small businesses. FreshBooks includes invoicing, expense tracking, time tracking, reporting, and payments. You can brand your invoices, accept online payments and set auto payment reminders. Expenses can be tracked by attaching receipts to invoices, creating recurring expenses and taking snapshots of receipts.

Patriot Accounting

Patriot Accounting

Patriot Accounting
Patriot Certified Advisor

Patriot is known for their excellent, easy to use cloud payroll solution.  Like payroll, their cloud accounting product is very easy to use and doesn't have is not cluttered with all the bells and whistles as the other solutions. This makes Patriot accounting great for very small businesses that need payroll. With payroll, and payroll taxes integrated with accounting,  you will find this solution affordable and very easy to manage..

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