We are a 21st century practice delivering our services virtually, making it easy for clients to leverage our expertise no matter where they do business.
Select from the services to create a custom package tailored for your business needs
Bookkeeping
Core bookkeeping services to keep your records organized and current (some services optional)
– Capture and code banking
transactions
– Bank and credit card reconciliation
– Customer invoice management,
receive payments
– Vendor account management, paying bills
– Payroll and sales tax filing
– Loan / lease payment tracking
– Inventory tracking
– Property and equipment tracking
– Set up and maintain employee
payroll records
– Facilitate data entry and approval
for each pay period
– Balance Sheet
– Income Statement (P&L)
– Statement of Cashflows
Consulting
Project-based services to fill a specific need, to enable clean and useable data, and to help grow your business
– Quickbooks Online set up, including
chart of accounts, user access, training,
app integration, templates
– Capture and code transactions,
perform reconciliations for prior
periods to bring records up-to-date
– Assess, diagnose, and correct issues
in the books for prior periods
– Added precision for profitability
tracking
– Document company-specific guidelines to ensure consistency, reduce ambiguity and risk, support customer satisfaction
– Facilitate set up and maintenance
of comprehensive inventory system
– Receive, store, and withdraw workflows
– Replenishment paths
– Cycle counting
– Management reporting
Advisory
Ongoing strategic and operational support to keep your business healthy and reach your long-term goals
– Goal setting, key performance
indicator monitoring
– Budgeting and forecasting
– Enhanced management reporting
– Periodic reviews
– Identify efficiencies
– Streamline workflows
– Tech stack support
– Internal controls maintenance
– Organizational tuning
– Subject matter expert sourcing