P and L Financial Solutions, LLC is a highly experienced accounting firm based in Montgomery, AL, offering a wide range of services including small business accounting, bookkeeping, payroll, tax return preparation, and QuickBooks training. Led by Mrs. Jennifer Yates, who holds a BS in Accounting and has 20 years of industry experience, the firm's dedicated staff brings a combined 30 years of expertise in both public and private accounting management. With a focus on accuracy, integrity, and engagement with clients, P and L Financial Solutions strives to provide comprehensive financial solutions tailored to meet the specific needs of businesses.
With a proven track record in managing tax rates and overseeing teams of accountants, the firm utilizes data compilation and financial reporting to generate measurable improvements for its clients, mitigating operational and strategic risks while maximizing the balance sheet and controlling expenses. Additionally, P and L Financial Solutions has extensive experience in handling federal and state grants, ensuring accurate reporting and budget allocations. The firm's commitment to staying actively engaged with business owners and the financial community, along with its partnerships with CPA firms, further solidify its reputation as a trusted and reliable financial solutions provider.
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