Service Offerings

BOOKKEEPING SERVICES

  • Accounts Payable - Vendor Invoices

  • Accounts Payable - Check Processing

  • Accounts Receivable - Client Invoicing

  • Accounts Receivable - Payment Receipts

  • Cash Accounting - Banking/ Credit Cards

  • Payroll Processing - 3rd Party Support

  • Journal Entries - Recurring/ Standard

  • Base Level Reconciliations

CONTROLLER/ CFO SERVICES

  • Month End/ Annual Close

  • Complex Reconciliations/ Journal Entries

  • Sales and Use Tax Support

  • Financial Statement Preparation

  • Budgeting and Forecasting

  • Audit/ Tax Support

PROJECT SERVICES

  • New Business Setup

  • Complex Reconciliations/ Clean Up

  • System and Software Implementations

  • Financial Statement Reviews

  • Audit/ Tax Reviews

Software and Platforms

ACCOUNTING ERP’s: Professional Experience with QuickBooks, XERO, Sage, NetSuite, and MS Dynamics

HRIS PLATFORMS: ADP, Paylocity, TriNet, Evolve, Paycom and Benefit Carrier Portals

CRM SYSTEMS: Salesforce, HubSpot, ConnectWise, and Zoho

OTHER SOFTWARE: MS Office/ Banking/ Treasury Management Portals, Bill.com, SaaSOptics, Avalara Tax, and Procore

Tailored services and a reliable partner you can trust.