Business Services

Comprehensive Bookkeeping Solutions

Manage all daily transactions
Review A/P & A/R statements
Process checks and online bill pay
Reconcile bank and credit card accounts

Expert Accounting Solutions

Accruals & Prepaids
Fixed Assets
Loan schedules
General Ledger review
Historical Cleanup
Monthly Financial Statements
Build customized reports
Audit preparation
Tax preparation (CPA to review and file)
Collaborate with CPA

Strategic CFO & Controller Services

Monthly executive reporting
KPI dashboards
Cash flow forecasting
Budget development
Strategic planning support
Board/investor reporting

QuickBooks Setup & Management

Set up new company, including Chart of Accounts
Transfer data from old system to new system
QuickBooks Desktop to QuickBooks online setup
QuickBooks automation setup and management
QuickBooks Online Training