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What We Do
Bookkeeping
Financial transactions securely recorded in cloud-based accounting software, allowing you to access your data at any time from anywhere.
- Full service outsourced bookkeeping
- Cleanup
- Weekly updates
- Account reconciliations
- Payroll management
- Invoice management
- Revenue reconciliations
- Deferred revenue calculations
- Bill pay management: We streamline the management and payment of bills by utilizing technology and approval processes.
- Expense & receipt management: We implement expense reporting systems that you and your team can electronically submit expense reports/receipts and management of the process.
- Prepaid expense reconciliations
- Monthly reviews: We use a 40-point review process for a deep level review of account balances, entries for the prior month, and trends.
- B&O/sales tax
- Secretary of state renewals
- CFO services
Advisory
We can handle your growing transitions – from cash flow, forecasting, and budgeting to ensure you will always have cash when you need it most; to KPIs to measure business performance to financial reviews and coaching.
- Budget preparation & reporting
- Cash flow, forecasting & planning
- Dashboard building
- Financial modeling
- Audit & due diligence support
Process Automation
We implement cloud-based systems and help automate the process for you to eliminate as much manual work as possible.
Accounting Software Setup
After learning the ins and outs of your business, we recommend and implement the right accounting systems and integrations that allow you to grow and scale as a business.
- Xero setup or conversion
- QuickBooks® Online setup or conversions
Software Selection & Implementation Services
We assess potential technology stack solutions to increase efficiency and increase automation. We can help you understand and implement industry-leading solutions.
- Bill pay
- Payroll
- Expense reporting tool & receipt management
- Time tracking tool
