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Client Services

Sattell, Johnson & Appel offers a wide range of services to our individual and business clients. Due to the personalized nature of our firm, our clients benefit in receiving quality service that is beyond comparison. Services we offer:

Cloud Accounting

  • Bank Reconciliation
  • Payroll Reconciliation
  • Entering & Paying Monthly Bills

Tax Related Services

  • Return Preparation
  • Individual, Gift, Trust and Estate Planning
  • Consulting Services

Accounting and Auditing

  • Financial Statement Services
    • Audit, Review, Compilation, Financial Statement Preparation (SSARS 21)
  • Employee Benefit Plan Audits
  • Accounting Services
  • Consulting Services
  • Business Valuation
  • Litigation Support

Financial Planning Services – through SJA affiliates

Information Systems Consulting

  • Network and Security Review
  • Purchase and Upgrade Assistance\Advice
  • Assistance in Identifying Improvement Opportunities 

Other Services

  • Monthly bookkeeping
  • Payroll
  • Quickbooks Consulting