Accountants Duties

Toledo CPA's believes in providing outstanding service to their clients based on their dedication to three underlying principles.
  • Professionalism - They are one of the leading CPA firms in the Toledo, OH area and one of the most innovative in the region. By combining their expertise, experience and the energy of their staff, each client receives close personal and professional attention.
  • ResponsivenessCompanies and individuals who choose their firm rely on competent advice and fast, accurate personnel. Through hard work, they have earned the respect of the business and financial communities. This respect illustrates their diverse talents, dedication and ability to respond quickly.
  • QualityAn accounting firm is known for the quality of its service. Their firm's reputation reflects the high standards they demand of themselves.

Accountants Main Responsibilities:
  • maintain up-to-date billing system
  • generate and send out invoices
  • follow up on, collect and allocate payments
  • carry out billing, collection and reporting activities according to specific deadlines
  • perform account reconciliations
  • monitor customer account details for non-payments, delayed payments and other irregularities 
  • research and resolve payment discrepancies
  • generate age analysis
  • review A/R aging to ensure compliance
  • maintain accounts receivable customer files and records
  • follow established procedures for processing receipts, cash etc.
  • prepare bank deposits
  • investigate and resolve customer queries
  • process adjustments
  • develop a recovery system and initiate collection efforts
  • communicate with customers via phone, email, mail or personally
  • assist with month-end closing
  • collect data and prepare monthly metrics
They will answer all of your questions, as they impact both your tax and financial situations. They welcome you to contact them anytime.
Toledo CPA's