Broker/Dealer Services   Our Services: Monthly Financials
 
 

For less than you are currently spending, our Accounting Staff can conduct your firm's Monthly Financials.

Each month, we send your firm a checklist reflecting the items required to proceed with the upcoming month's financials. Westcott and Associates, Ltd. will prepare and deliver the financials by the 10th business day of each month. These include a Trial Balance, Income Statement, Balance Sheet, Net Capital Computation and all supporting documentation, including but not limited to a Check Register and all Reconciliations.

To obtain more information about this invaluable service, contact our Accounting Department here or call (760) 438-8623 collect.