Berntson Porter Coronavirus Resource Center Details

Accounting & Bookkeeping Services

How We Can Help You


  • Manage Bank Accounts
  • Bill Payments and Bank Deposits
  • Credit Card Tracking and Payments
  • Track Investment Activity
  • Track Gifting
  • Rental Properties
  • Work with Tax Preparers to Assist with Estimated Tax Payments and Annual Filing


  • Client Invoicing
  • Bill Payments
  • Account Reconciliations
  • Payroll Reporting
  • Revenue Filings
  • Financial Statements Including by Class or Project


  • Assist with Selection of QuickBooks Product
  • Chart of Accounts Setup
  • Beginning Balance Entry
  • Training


  • Preparation of Annual 1099/1096 and W-2/W-3 Forms
  • Assistance with IRS Notices Relating to Payroll Forms 941 and 940, and Preparation of Corrected Filings
  • Shareholder Fringe Benefits Related to W-2 Gross Earnings


  • Clean-Up Data Entry
  • Bank Reconciliations
  • Internal Controls
  • Software Conversions



Berntson Porter is a premier Certified Public Accounting and planning firm that helps clients identify, clarify and achieve their goals. In addition to providing tax, accounting and a wide range of consulting services, we help clients manage their wealth and insurance needs through our affiliated firms. Through our extensive network of partners, we serve clients across the globe, helping them expand nationally and internationally.



New Name, Same People and Service You’ve Known for Years.

Berntson Porter is excited to announce that we are now part of CBIZ & MHM (Mayer Hoffman McCann P.C.). Together, CBIZ & MHM are one of the nation’s Top Ten accounting providers, and Berntson Porter is honored to be joining them. We are pleased to be able to offer the same people and the same service you’ve known for years under a new name: CBIZ Berntson Porter. Please click here for more information.