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About Intellisource Financial Services

Intellisource Financial Services is an exceptional kind of accounting firm. We’re about you. Behind every set of financials are real people—people who provide you with the very best service in addition to high-quality work and impressive results. We provide a full range of accounting, tax and advisory services tailored to meet the daily needs of small, medium and emerging businesses in a variety of industries. As a trusted partner, we enable you to focus on accelerating your business growth instead of spending valuable time and resources on back-office and complex financial issues. Core Services: General Accounting and Bookkeeping services Documentation of processes and procedures for accounting functions Full individual and business tax compliance, planning and preparation (local, state and federal) Monthly preparation of Profit and Loss statements Entity cash flow preparation and analysis Location and department forecasting and budgeting Payroll processing and support Human resource consulting Monthly sales tax filing Other Services: Accounting software consulting Accounting system implementation and training Assistance in entity structuring Equipment lease support Assisting with venture capitalists and investors When you choose to work with Intellisource, you receive more than an accountant - you gain a dedicated partner. Our team of highly qualified CPAs and accounting experts bring a wide breadth of experience to the firm, having worked for over 25 years in both the private and public accounting sectors. We have firsthand experience – top to bottom – of all finance positions within an organization, from bookkeeper to CFO. This perspective enables us to know how to best leverage, structure and manage financial information to help you make sound decisions that will successfully impact your business. Call us at 571.236.4567 for a Free Consultation.

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