SERVICES

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Our custom services include:

Bookkeeping Services

After-the-Fact or Up-to-the-Minute Bookkeeping

Day-to-Day Accounting

Reconciliations: Bank Account(s); Credit Card(s); Loan(s)

General Ledger Review & Clean-up

Monthly/Quarterly & Year-End Review

Monthly/Quarterly & Year-End Closing

Collaboration with YOUR CPA: Quarterly/Semi-Annually/Annually

Business Management

Monthly/Quarterly/Annually Sales Tax Filing

Financial Report Preparation

Sales Reporting and Analysis

Commission & Referral Reporting

Accounts Receivable:Invoice Preparation & Client Correspodence

Accounts Payable: Bill Payments & Vendor Correspondence

1099 Preparation

Payroll Implementation & Administration
Benefit Administration

Workers Comp & Disability Insurance Audits;
HR Liaison Support

Controller Services

Management Accounting

Debt Management

Expense Review & Proactive Cost Saving Strategies

Cash Flow Review/Management

Budgeting, Analysis & Financial Forecasting

Operations Review, Revamping & Support

Financial Wellness Management

Due Diligence for Mergers & Acquistions