Our Services

Core Bookkeeping

  1. Accounts Payable
    • Invoice Classification 
    • Electronic Payments 
    • Posting
    • Source Document Filing and sorting
  2. Accounts Receivable
    • Payments received classification
    • Invoicing (up to 50 clients/customers)
  3. Bank Reconciliation & Credit Card Reconciliation
    • Automated Bank feed and Statement
  4. Payroll Services
    • Processing
    • Compliance
    • Tax Filing
  5. Financial Reporting, clear monthly/quarterly reports 
    • P&L, Balance Sheet, Cash Flow

Support

  1. Catch-up & Cleanup Bookkeeping
    • Tax ready 
  2. Training and Consulting
    • Staff training and guidance for managing finances in-house
  3. Budgeting & Forecasting
    • Cash flow plan
    • Projections

 

 

Specialized

  • Nonprofit & Small Business Expertise: Tailored for unique compliance needs
  • Tax Preparation Support: Organizing records for your CPA/Tax preparer
  • Financial Clarity Consultation: One-on-one walkthroughs so business owners understand their numbers

 

 

Get a head of tax season! Organize your books today and save yourself the last-minute headache

Ready to take the next step?

Your path to financial clarity starts here! 

Schedule a time with us and take the first step toward confidnece, growth, and long-term success. 

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