Online Bookkeeping

Basic data entry and bookkeeping services to provide you with monthly financials.

Some of the greatest features

  • Post accounting transactions
    • Accounts payable
    • Accounts receivable
    • Month end entries
  • Bank account reconciliations
  • Credit card Reconciliations
  • Sales tax remittance
  • Prepare financial statements
  • Payroll services

Financial Reporting

Accounting services with month end management, review, and all reconciliations. Cash flow review and high level trend analysis.

Some of the greatest features

  • Liason with tax accountant
  • Compliance tax & GAAP
  • Treasury services
  • Staff Oversight
  • Financial statements analysis
  • Balance sheet reconciliations
  • 1099’s
  • Create/Manage budget process

CFO Services

Strategic partnership with owners to provide financial guidance and business development.

Some of the greatest features

  • Strategic Planning with Business leaders/Owners
  • Succession Planning
  • Change Management Activities
  • Organizational Development
  • Serving as a member of the Senior Leadership Team