

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
