If you just need a hand or you need us to handle it all, we have you covered. Services include bank and credit card reconciliation, invoicing, payment application, deposits, bill payment, expense reimbursement, year-end 1099s, sales tax filing and payroll processing.
Need your books caught up to apply for funding? Or to prepare to file your taxes? No worries! Even if you haven't recorded transactions in months (or ever!) we'll go over what you have and get you caught up quickly and as accurately as possible.
We spend a lot of time using QuickBooks Online and have become real pros at anything QBO. Whether you need us to set your company file up, or would like to schedule a training so you can become more efficient using it on your own, we're here to help.
We can provide review and support for all invoicing, payment application, paperless bill payment, expense reimbursement, payroll and monthly bank account and credit card reconciliation services.
Organizing your transactions into timely month-end financial reports is vital. We can provide you with clearly communicated monthly financial reports including Profit & Loss, Balance Sheet, and Statement of Cash Flow.
Cash flow projections, forecasts, "what-if" scenarios or other custom reporting can help you plan for the future. We can also create presentations for your Board of Directors or investors to assist with your financing needs.
What measurements are important for your business so that you know if you are on track to meet your goals? Customized Key Performance Indicator reporting can measure not only financial but operational performance against prior periods, budgets or targets.
Is your accounting software too expensive, outdated, or just not working for your needs? There is likely a more convenience and customizable system available at a fraction of the cost. Let us identify and set up your new system, migrate your information, and provide training and ongoing support.
Need additional assistance? Just ask! We've been providing accounting services for 20 years and have been through several unique situations and provided many different services. Feel free to reach out about your organization's needs, we're here to help.