Our Services
Monthly Bookkeeping
Categorizing and reconciling your accounts regularly is crucial in order to maintain accurate books and records. Whether you have a single operating account or multiple accounts with varying purposes, we keep everything organized and accurate.
We can accommodate both cash basis and accrual basis clients of varying sizes, complexities, and needs.
Financial Reporting
In addition to ensuring your books are accurate, we’ll deliver and walk you through summaries of your finances in an easy-to-understand format so you can stay up-to-date on how your business is doing in real-time.
We provide monthly, quarterly and annual reports, as well as ad-hoc reporting as needed with the most current data to support time-sensitive decision-making needs.
Invoicing and Bill Payment
As your trusted financial contact, we can manage your receivables and payables for you to ensure that your bills get paid and your customers are invoiced timely.
Payment approval workflows can be customized to the specific needs of your business.
Cleanup Services
We can get your house in order and keep it that way by organizing and cleaning up data from prior months or years to facilitate the transition to ongoing monthly bookkeeping.
Payroll
We can customize, implement, and manage a timekeeping and payroll solution for both employees and contractors for our clients that don’t have a dedicated HR function.
Other Services
We can help issue 1099s, coordinate with your tax accountant to ensure a timely and accurate filing, remit sales tax on your behalf, and more.
Not seeing what you’re looking for here? Please contact us to discuss your specific needs.