What we do
Gray-Pilgrim & Associates is tax accounting and consulting firm based in Chambersburg, PA. We specialize in accounting services for dentists, doctors and physicians across the United States. What sets us apart from typical accounting firms is our belief in providing “good numbers” as the foundation for what we do. In addition to our accounting services, we understand the value of HR training in our clients’ practices; thus, ensuring smooth, daily operations for the practice. We do not sell “one-size-fits-all” services – instead we work with our clients to tailor services to each practices’ individual needs.
BOOKKEEPING SERVICES
- Monthly bank reconciliations with client balance to bank balance comparisons
- Monthly financial statements, including profit and loss statements and balance sheet reports
- Cash flow analysis
- Monthly general ledger review of QuickBooks accounts and coding
- Monthly or quarterly meetings to discuss financial statements
PAYROLL
- Payroll setup including payroll tax accounts and direct deposit
- Process payroll based on your payroll schedule: weekly, biweekly, semi monthly
- Easy to make changes/adjustments with our personalized payroll experience
- Quarterly payroll tax returns including forms 940 and 941 as well as state and local tax returns
- Year end W-2, 1099 preparation, and annual payroll reconciliations
Consulting
- Advice on pension and profit-sharing plans
- Buy-ins, associate contracts and other practice transitions
- Assistance in buy vs. lease decisions
- Guidance in obtaining loans/leases
- Pay packages for individual staff members
- Bent Ericksen HR Training and Implementation
- Personality Assessments with communication and teambuilding seminars
- Doctor and staff compensation planning and formulas
Additional Services
- QuickBooks installation and set-up of dental-specific or medical-specific chart of accounts
- Evaluating your business entity
- Practice valuation
- Personal financial planning
- New practice set-up
- Preparation of budget for income and expenses
- QuickBooks training for office staff
- Travel to your location for appointments is always an option
- We can accommodate your day off, breaks between appointments, evenings, or lunch breaks
- Accounts payable services
- HR training for healthcare Chambersburg PA to ensure that your practice runs smoothly on all fronts.
Resources
- Monitoring areas of income and expenses to industry specific benchmarks/performance measurement systems
- Guidance with choice of equipment to purchase, including financing information and tax benefits
- Annual Dental fee survey with individual results provided to participants
- Semiannual newsletters containing information such as tax law changes or year-end tax savings ideas
- HIPAA compliance issues or embezzlement tips