One-Time Services

• Bookkeeping Catch-up

• QuickBooks Support

  • Setup

  • Tune-Up

  • Evaluation

  • Training

  • Conversion

Bookkeeping Services

• Record, classify, and post transactions

• Reconcile account balances 

• Financial statement preparation

• Customized chart of accounts

• Adjusting Entries

• Year-end financials for your tax preparer

Add-on Services

• Payroll

• Accounts Receivable

• Accounts Payable

• Sales Tax

• 1099 Filing

Fractional Controller Services

• All bookkeeping services

• Accounts receivable management and invoicing

• Accounts payable management and bill pay

• Management of accounting and bookkeeping processes

• Audit support

• Job Costing

• Class tracking (to track profitability by department or product/services)

• Location tracking (to track profitability by location)

• Assistance with complex accounting issues

• Other customized reporting tailored to your business’ needs

Fractional CFO Services

• Deep dive into all three financial statements with in-depth review

  • Cash flow issues

  • Low gross margins

  • High expenses

  • Need to make cost cuts

• Forward-facing financial visibility

  • Financial forecasts

  • Budgeting based on forecasts

  • Analyze potential future products, services, markets, and customer segments