OUR SERVICES
SERVICES
Remote monthly bookkeeping: Utilizing QuickBooks online accounting software.
Cleanup and catch-up services: Getting your books in order and up to date saving you time and money.
Income and expense tracking and categorization: Built in management tools allow for convenient transaction recording.
Accounts receivable and accounts payable management: Assisted invoicing, vendor maintenance, receipt tracking.
Monthly bank and credit card reconciliation: Accurate cash flow tracking, correct discrepancies, fraud prevention and tax preparation.
Payroll solutions and tracking: Better manage costs, stay compliant, eliminate filing errors, save time and enhance security.
Sales tax accounting and filing: Remove administrative burdens and compliance risks
Monthly financial statements: Consistent overview of business health, ability to make decisions and solve problems with confidence.
Tax planning, preparation and year end reporting: Help minimize tax liability, manage cash flow, avoid fines, create peace of mind.
Customized solutions for your business. Optimize cash flow, tailored KPI’s, provide actionable insights.
Regular communication and performance review. To create a trusted proactive partnership and problem solver.
Setup and training for QuickBooks. Tailored to your business, unlock automated workflows, and provide clear financial insights.
Business consulting / Fractional CFO services: Help your business with financial strategy, budget forecasting, operational guidance to solve complex problems, improve operational efficiency, and drive growth.