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Next-Generation Financial Services

At this time of year, many business owners have their QuickBooks screen in front of them, a fist full of adjusted journal entries from their Certified Public Accountant in their hand and a growing sense of dread as they wonder, “What am I supposed to do with this?”

 

The answer is, “Take it to Mengali Accountancy.” Healdsburg CPA Renee Mengali started her next-generation accounting firm to help business owners maximize the value of their Certified Public Accountant by specifically addressing the divide between in house bookkeeping and an external CPA.

 

“Our clients don’t have a CPA asking them all these questions at year-end because we already know all the answers,” she said. “We keep our clients books in real-time and tackle issues as they arise, instead of months later, giving our clients the information they need to make informed decisions.”

 

The firm specializes in serving clients nationwide with complete payroll, cash management, financial reporting, and government reporting requirement services. Through this comprehensive approach, clients have the ability to work seamlessly with Mengali’s highly trained staff as if the client had their own in-house CPA, controller, staff account, tax preparer and full charge bookkeeper.

 

Mengali said the quality of her staff, including Advanced Certified QuickBooks ProAdvisors and two staff members currently completing their own CPA certification, enables a proactive approach to problem solving that empowers the success of her clients by allowing them to focus on their core business.

 

“We provide peace of mind,” she said. “Once we’re involved, business owners no longer need to stress over deadlines and reporting requirements, they can focus on their core competency and grow their business.”

 

The firm’s commitment to its clients stems from a core belief in accuracy, integrity and respect that translates into a highly personal level of service.

 

“A lot of what we do here with people’s accounts, is to treat them as if they were our own,” said longtime employee Debbie Warren who has worked with Renee for the past five years.

 

Debbie said those values creates a mutual respect between the firm and their client that helps both parties produce exemplary results. “That’s what makes us different,” she said. “Our services are more personalized and proactive. We’re providing a higher level of service and a better value for their investment.”

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