Services

It’s our goal to become your trusted financial partner – providing efficient and transparent services and processes that can grow with you.

We can customize any service or create a package based upon your needs.

Bookkeeping and Financial Services

• Accounts payable processing, of vendor invoices and vendor payments

• Customer payments, applied to customer accounts 

• Payroll coordination, with third-party payroll provider

• Sales tax and other state/local compliance

• Inventory management help

• Month end close, of all journal entries and account reconciliations

• Comprehensive financial reporting

Project-based Assistance

• Financial clean-up/catch-up, to ensure that your transactions and reconciliations are accurate, supportable and reflect your operations

• QuickBooks and Xero training to provide you and your team with the tools you need to process transactions and keep your information up-to-date

Systems and Operational Consulting

• Software selection and implementation 

• Software conversion from one system to another

• Integration between software systems 

• Process optimization, including a review of current processes and recommended enhancements to allow for efficiency and scalability

• Workflow enhancement utilizing technology-based systems to improve operational and back-office performance