Client Services

Lindsay and Company serves a diverse client base, offering a wide range of services to small- and medium-sized businesses, not-for-profit organizations and individuals. Because our firm is relatively small, our clients benefit by getting personalized, timely and quality service. Below we have listed some of the services we offer, along with a brief description. This list is by no means all-inclusive, so please feel free to inquire about a service if you do not see it listed.


Accounting Services

Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:


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Tax Services

Tax Services

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:


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Business Planning and Consulting Services

We gauge our success by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:


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Financial Reporting Services

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on all three levels of assurance:

If you have reporting needs that don't require an audit of financial statements, but do require procedures to be applied to your financial reporting processes and controls, we can also provide an agreed-upon procedures (AUP) engagement. Whether you are preparing to sell your business, purchase a business, or need agreed-upon procedures for other reasons, an AUP engagement may benefit you.


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