Situation: A business experienced duplicate bank accounts and incomplete transaction history in QuickBooks Online after reconnecting its bank feeds. Solution: Tronconi Segarra & Associates identified that the feeds had been connected to new accounts rather than existing ledger accounts and guided the client through the corrections. Impact: The bank feeds were connected to the correct […]
Situation: A union’s financial secretary took a four-month leave, creating a temporary need for bookkeeping and administrative coverage. Solution: Our team provided weekly support, maintained financial records, and handled routine administrative responsibilities throughout the leave. Impact: Recordkeeping continued with minimal disruption, and the financial secretary returned without a backlog of unfinished work.
Situation: A municipality experienced repeated turnover in its treasurer position, creating gaps in institutional knowledge and uncertainty about municipal accounting practices. Solution: Our team provided annual bookkeeping support, assisted with financial report filings, and answered technical questions throughout the year. Impact: The municipality was able to maintain accurate records and annual New York State filings […]
Situation: A town needed to transition from processing payroll in-house upon the retirement of the employee who had managed the process for many years to an outsourced payroll provider. Solution: Our team partnered with the town’s bookkeeper to onboard a payroll provider, import historical data, establish settings based on contracts and other requirements, and process […]
Situation: A rural municipality was seven years behind on producing its annual financial reports, and its accounting records did not fully meet New York State municipal requirements. Solution: Tronconi Segarra & Associates reviewed seven years of records, prepared adjusting entries, and filed all overdue reports. Impact: The municipality returned to compliance and gained accurate financial […]
Situation: A not-for-profit organization needed to enter and reconcile three years of transactions and resolve incomplete connections between QuickBooks Online, Stripe, and Bill.com. Solution: Tronconi Segarra & Associates corrected the integrations, organized historical transactions, and reconciled bank, credit card, and related accounts. Impact: This client gained three years of reliable accounting records and ongoing quarterly […]
Situation: Our contracting client experienced three inaccurate payroll runs after changing providers and returned to its previous provider. Management needed to understand the differences between the two sets of records. Solution: Tronconi Segarra & Associates reconciled gross pay, net pay, taxes, and employee deductions for each affected period and documented the discrepancies. Impact: The client’s […]