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Services

Bookkeeping & Monthly Accounting Services

Service Offerings

Foundation:

  • Bookkeeping services

  • Vendor invoices

  • Credit card transactions

  • Bank / credit card reconciliations

  • Payroll (GL entry)

  • Customer invoices

  • Customer payment processing

  • Collections

Advanced:

  • Month-end close

  • Balance sheet account reconciliation

  • Financial review meeting

  • Financial packet

  • Payroll (see payroll services)

  • Customer invoices

  • Customer payment processing

  • Collections

Office Desk
Bookkeeping
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Payroll Administration

Service Offerings

  • Processing employee salary/hours​

  • Maintaining deductions

  • Cutting checks

  • Depositing funds

  • Ensure employees paid timely and accurately

  • Issuing W2

  • Filing payroll taxes

  • More..

payroll

Financial Controller / Fractional CFO Services

Service Offerings

​

  • Financial Projections

  • Cash Management

  • Succession Planning

  • Process Improvements

  • Accounting Software Conversions

  • More..

cash management.png
financial controller
Screenshot 2023-07-06 104947_edited_edit

Process Automation

Service Offerings

  • Review current processes and provide recommendations for efficiencies and automation

process auto

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