Our Services

  • The Basics

    Daily, weekly, or monthly recording of all business transactions (sales, expenses, payments, deposits, etc.)

  • Bank and Credit Card Reconciliation

    Monthly reconciliation of bank and credit card statements to ensure accuracy and identify discrepancies.

  • AP & AR Management

    Track, manage and schedule outgoing payments. Invoice clients and follow up on overdue payments.

  • Financial Reports

    Monthly, Quarterly and Year- End custom reports tailored to your business needs.

  • Tax Preparation Support

    Organize financial records to ensure easy and accurate tax filing that is ready for handoff to CPA or Tax Advisor.

    Sales Tax Tracking and Filing

    1099 Preparation and Issuance

  • Historical Bookkeeping Adjustments

    Correct and organize existing financial records for accuracy and consistency.

  • Payroll

    Payroll Processing
    Record payroll expenses, coordinate with payroll service providers, ensure compliance with employment laws.

    Payroll Tax Filing Assistance
    Prepare summaries for payroll tax submissions to state entities and IRS.

  • Optional Add Ons

    Inventory Tracking

    Asset Management

    Job/ Project Costing

    Work-in Progress (WIP) Analysis

    Virtual CFO/ Controller Services