Tailored financial coding solutions to streamline your processes and empower your business
Empowering Financial Insights with Data & Precision
Streamlined Financial Coding Solutions for Modern Businesses
At Pettay Consulting LLC, we specialize in helping accounting firms, CPAs, and small business owners simplify their financial workflows. Our tailored financial coding solutions are designed to minimize hours spent on data imports, allowing you to focus on what truly matters – growing your business and serving your clients.
We understand that time is your most valuable asset. That’s why our mission is clear:
With our expertise, you can unlock your business potential, streamline operations, and achieve greater success without the hassle of tedious data management.
Delivering streamlined financial solutions with precision, efficiency, and trust.
Taking the Bank Statements, and converting them to Excel, to include Transaction Date, Description, Payee ID, Amount, GL Number, GL Description, and Acct Number. This allows easy import in to Tax Software, Analytics for Client, and time spent on manual typing and tracking is greatly reduced.
When a new vendor is listed on a statement and there isn’t a clear history, research is done into that Vendor. This verifies the expense type, description, and if the vendor is valid or a fraudulent charge has occurred.
Taking a second look into listed expenses, which allows discrepancies to be easily viewed with the customized macros. The areas that are compared include Business Expense Type for Tax purposes, Dollar Amount, Payee, Date of Transaction, and duplicate or missed transactions.
Personalized reports showing income and expenses, areas that can be reduced, money movement throughout year, and year end reporting for both businesses and personal accounts. This allows for easier reporting on Taxes and Budgeting as needed.
Building Custom Excel Sheets for multiple industries, including Tracking, Business Ledgers, and Formula Based Sheets as needed.
For both Businesses and Individuals, it includes discussions regarding expenses, budgeting, and ways to build credit without loans.
At the core of our process is the understanding that every business has unique needs. We begin with detailed conversations to thoroughly assess your business as a whole, including where critical information is stored and how to distinguish between personal and business expenses.
When questions arise and standard research does not provide clarity, we prioritize those items for further investigation and action. Our goal is to leave no stone unturned, ensuring a clear and comprehensive understanding of your business requirements.
While many rely solely on analytics platforms, we take a deeper approach. Beyond delivering helpful results, we identify potential fraud, duplicates, and any overlooked items that should be addressed, providing a more accurate and trustworthy analysis.
Proficient in Excel, Salesforce, and pattern analysis for identifying trends, solving problems, and uncovering insights.
We employ creative, customized approaches designed to meet your unique needs—no one-size-fits-all solutions here.
Save time, gain reliable insights, and make confident decisions with the trustworthy information we provide.
Whether you are looking for detailed Profit and Loss Statements, a review of all expenses, time-saving measures for tracking, custom reporting, or assistance with personal records, we can help!
At the heart of Pettay Consulting LLC is Amanda Pettay, a dedicated professional with over 15 years of experience in financial coding and consulting. Amanda is passionate about helping accounting firms, CPAs, and small business owners streamline their processes, save valuable time, and achieve sustainable growth.
Her expertise lies in transforming complex financial workflows into seamless, efficient solutions tailored to meet each client’s unique needs. Amanda’s leadership and deep understanding of the industry are the driving forces behind the success of Pettay Consulting LLC.
Are you missing out on thousands in small business tax deductions each year? Many entrepreneurs are simply by not knowing what counts or forgetting to track expenses. From overlooked home office costs to unused startup deductions, this post reveals the most commonly missed write-offs and how Pettay Consulting, LLC can help you keep more of what you earn.
Discover how automation is transforming tax preparation and compliance for firms and small businesses, saving time, reducing errors, and opening new growth opportunities.
Schedule a time that works for you and let’s discuss how we can streamline your financial workflows. Select an available slot below or reach out via our contact form.
Palm Harbor, Pinellas County, FL.
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