Services

Whether you’re looking for help with a one-time project or ongoing on a monthly basis, we can customize the right plan for you.

One-time Project

Buried in a project or process? Here is a list of one-time projects we can help you out with:

  • Year-to-date catch up or clean up

  • Business Advisory Services

  • Software implementation

  • Creation of Annual budget

  • Audit support files

Basic Bookkeeping.

Get your books up to date with timely monthly reports that are accurate.

  • Categorize income and expense transactions

  • Track mileage and reimbursements

  • Receipt management

  • Monthly account reconciliations

  • Monthly financial statements

  • Annual coordination with tax accountants

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Full Service Accounting.

Its like having an accounting department but without all the HR paperwork and meetings.

  • Basic Bookkeeping Service plus…

  • Invoice creation and accounts receivable management

  • Bill payment and accounts payable management

  • Coordination with third party payroll processor

  • Fixed asset management

  • Inventory tracking and analysis

Partial CFO.

Let’s hold onto more of that money you earned.

  • Review work of the existing bookkeeper

  • Budget creation and monthly analysis

  • Key Performance Indicators and analysis

  • Cashflow management

  • Forecasting

  • Business advisory services