Situation: A labor union needed to fill an accounting leadership position responsible for financial operations, reporting, and internal controls. Solution: Tronconi Segarra & Associates participated in candidate interviews, evaluated qualifications, and provided recommendations based on the union’s accounting and operational needs. Impact: The union hired a new accounting manager with guidance from our advisors who […]
Situation: Funds within a U.S. military branch’s non-appropriated fund account lacked consistent accounting records, with some records two to three years behind. Solution: Tronconi Segarra & Associates provided outsourced controller support to clean up their books and prepare the funds for required audits. Impact: The funds became audit-ready, and this military branch renewed our outsourcing […]
Situation: A financial statement review revealed that an auto dealership’s primary bank reconciliation included uncashed checks dating back several years. Solution: Tronconi Segarra & Associates helped address the due diligence needed to determine which checks should be voided, reissued, or remitted to New York State as unclaimed funds. Impact: We assisted the client by helping […]
Situation: A retailer with multiple locations experienced a disorganized transition from its previous CPA firm and needed accurate opening balances for its new accounting system. Solution: Our team reviewed the transferred information, established appropriate account balances, and prepared an opening balance sheet. Impact: The retailer gained a dependable foundation for ongoing reporting and managing more […]
Situation: A retailer with multiple locations and more than $1 million in monthly expenses needed a full year of accounting records cleaned up before the September 15 tax deadline. Solution: Our team reconciled cash and credit card activity, categorized transactions, reviewed inventory records, and established an ongoing accounting support process. Impact: The client met its […]
Situation: A retailer with multiple locations managed more than $1 million in monthly expenses without consistent accounting procedures. Expense categories, transaction documentation, and reconciliations varied across the business. Solution: Tronconi Segarra & Associates established a structured chart of accounts and documented procedures covering point-of-sale activity, cash management, expense tracking, and reconciliation. Impact: The retailer gained […]