Monthly Bookkeeping
Categorizing and reconciling your accounts regularly is what keeps your books accurate and current. Whether you run a single operating account or several accounts with different purposes, we keep everything organized. We work with both cash basis and accrual basis clients across a range of sizes, complexities, and needs.
Financial Reporting
Beyond making sure the books are accurate, we deliver and walk you through summaries of your finances in a format you can actually read, so you always know how the business is doing in real time. That means monthly, quarterly, and annual reports, plus ad hoc reporting whenever a time sensitive decision calls for the most current numbers.
Invoicing and Bill Pay
As your trusted financial contact, we manage your receivables and payables so your bills get paid and your customers are invoiced on time. Payment approval workflows are customized to the specific way your business likes to work.
Cleanup and Catch Up
Behind on the books, or working from a shoebox of receipts? We get your house in order and keep it that way, rebuilding data from prior months or years into a clean foundation so you can settle into a smooth ongoing monthly rhythm.
Payroll and Tax Support
For clients without a dedicated HR function, we customize, implement, and manage a timekeeping and payroll solution for both employees and contractors. We also issue 1099s, remit sales tax on your behalf, and coordinate with your tax accountant so filing is timely and accurate.
Fractional CFO
When you are ready to grow, you get budgeting, forecasting, and straight financial advice from a former corporate auditor, without the cost of a full time hire.
Not seeing what you are looking for? Get in touch to talk through your specific needs.