Business Services Offered

Bookkeeping Services for all business sizes Micro Business, Small Business, Medium Business and Large Businesses. We service them all.

Bookkeeping Services

• Bank Reconciliations and Credit Cards
• Categorize Bank Transactions
• Accounts Receivable & Accounts Payable
• Monthly & Year End Filing Services (1099’s; w-2’s)
• Asset & Liability account reconciliations
• Expense Reports
• Clean-up and catch up services
• Quarterly reviews for small clients that need help once a quarter

Payroll & Employee Benefits

• Complete setup for new payroll systems
• New employee on boarding
• Process payroll, overtime, expenses, commissions, and bonuses
• Year-end tax filings and reporting (1099’s; w-2’s)

Part-time Controller

• Financial statement review and preparation
• Cash flow monitoring and reporting
• Management reporting

Part-time CFO

• Our CFO services provide high-level guidance on business planning, financial forecasting, budgeting, and cash flow monitoring.
• Budget preparation & monitoring
• Business strategy
• Business Plans
• Management Advisement
• Long-term strategic planning

Miscellaneous Additional Services

• Employee Benefits
• Introductions to trusted partners in the employee benefits field
• Assistance in determining the most appropriate plan for your firm
• Monthly administration, invoice review, on-boarding/terminating employees
• Assistance with annual renewal

• Train one on one
• Train a small group of office staff on QB.