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Our Services

Weinstock, Lovegrove and Reeg is dedicated to providing clients with the full-service experience. Our firm offers a wide variety of services for every accounting need. With a market that continually changes, we are here to help you get the most out of your money. Whether you need help managing your finances, planning for the future, dealing with the IRS or basic payroll, we can help. Personalized, professional accounting services for our clients include:

Assurance and Advisory Services

Part of the personalized service and commitment to excellence you find at Weinstock, Lovegrove and Reeg includes our assurance that your financial records are solid. We not only manage your finances but also help you overcome business challenges and create the best options for your financial future. Our team focuses on evaluating financial procedures of your business while also working diligently to create strategies that will help you overcome obstacles on the road to success. Assurance and advisory services include financial projections, future planning, restructuring, business succession and mergers and acquisitions consulting.

Cash Flow and Budgeting Analysis

What does the future of your business look like? Our firm has experience helping business owners instill positive cash management strategies. At Weinstock, Lovegrove and Reeg our focus is to keep more cash “in your pocket” so your business can thrive and survive even the toughest of times. We provide services for budgeting, spending analysis, financial forecasting, liquidity and increased profitability. Wherever the future of your business is heading, count on our team to help you get there.

Debt and Finance Advising

We understand that individuals and businesses have different financial needs. Weinstock, Lovegrove and Reeg offers several options for finance advising and debt management. Our team can help you reduce current debts, minimize interest paid and lower your monthly payments. By re-balancing your debts you are able to increase tax savings and decrease the financial strain on your business.

Financial and Retirement Planning

Planning for the future can be a challenge for every person. With financial and retirement planning services from our firm you can ensure that your decisions are being made with the best information. Weinstock, Lovegrove and Reeg provides asset allocation, business succession planning, retirement plans, estate planning and investment monitoring. We will help you make the most out of your portfolio so you can reach all your financial goals and enjoy a comfortable retirement.

Litigation Support and Forensic Accounting

You never know when litigation support will be needed for your business. When the need does arise you can turn to Weinstock, Lovegrove and Reeg. We offer a wide range of services depending on your specific situation. Some of these accounting services include financial investigations, bankruptcies, commercial litigation, theft/fraud investigation and financial analysis. Let us make sense of your bottom line for you with our personalized client service.

Mergers, Acquisitions, and Sales

The world of mergers, acquisitions and sales can be a complex one. Every smart business owner needs a finance specialist in their corner to uncomplicate things. The team at Weinstock, Lovegrove and Reeg is exactly that – a specialist in your corner. We can help you every step of the way whether you are looking to buy, sell or merge your business. We provide a detailed analysis to ensure that you negotiate the best deal and can help you identify favorable tax structures. Our expertise will help you make the most informed decisions about the future of your business and ultimately lead to the most success.

Tax Management Services

Protect yourself from the IRS with tax management services from Weinstock, Lovegrove and Reeg. We have the experience you need to conquer every step of tax planning and preparation. Our team will help you navigate strategies to increase your cash flow and decrease your tax liabilities. We will also support you during tax audits and reviews. Tax management services can also help you keep the financial goals of your business on track.

Accounting Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Weinstock, Lovegrove and Reeg's accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.

These services include but are not limited to:

  • General ledger and financial statement preparation
  • Bookkeeping (Monthly, quarterly, or annual)
  • Accounting system setup and support
  • Payroll processing
  • Cash flow budgeting and forecasting
  • Personal financial statements
  • Employee benefit and profit-sharing plans
  • Corporate tax planning and return preparation
  • Litigation support

Estate and Trust Planning and Tax Preparation

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Weinstock, Lovegrove and Reeg's role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well-thought-out plan as to how to distribute the assets left in one's estate so as to avoid complications and to be sure that the individual’s wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.


Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Weinstock, Lovegrove and Reeg can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.

Entity Selection and Restructuring

Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, Weinstock, Lovegrove and Reeg can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.

IRS Representation

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.

Payroll Services

Weinstock, Lovegrove and Reeg's payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns. We also offer after-the-fact payroll services where we prepare all of your company's payroll tax filings.

QuickBooks Accounting Help and Assistance - ProAdvisor Certified

QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don't just help you use the software, we help you use it more efficiently and more effectively and we are certified ProAdvisors.

Weinstock, Lovegrove and Reeg offers the following solutions to help meet your QuickBooks needs:

Personal Training

We train you personally! Either one-on-one or several individuals within your organization at your company's location.


We install QuickBooks on your stand alone computer or in a network environment, in either single- or multi-user mode.


We assist new QuickBooks users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.


Our QuickBooks support service can assist you with any installation, setup or operation assistance you might need. In addition, our support is not limited just to the software part of it, but we can also provide accounting and payroll assistance.


Our QuickBooks review service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to review your transactions, accounts and reports. This review ensures that you receive timely, relevant and reliable financial information. We also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business.

Financial Projections and Forecasts

No one can predict the future perfectly, but we can all benefit from planning for it. Weinstock, Lovegrove and Reeg combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Forecasting for the future is imperative to your company's success. We make it a point to keep current with market trends and updates so that your business can be prepared for what is to come. Depending on your needs, our work can range from top-level reports to detailed financial models.

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