Accounting is the language of business. Let us be your interpreter

Our Services

Bookkeeping

Bookkeeping:  Before you can speak the language, you need to have your data and transactions captured and recorded correctly.  You want to make better decisions. We’ll arm you with the data you need to get there.

Your dedicated bookkeeper will deliver financial reports and books that are always accurate, up-to-date, and tax-ready. We will work with you to properly classify your accounting transactions and reconcile and report on the activity each month. Our dedicated bookkeeper will close your books each and every month and deliver your financial reports on a guaranteed schedule so that you can make better business decisions.

 

Bookkeeping Add-ons

  • Accounting Software Setup:  If you do not currently have an accounting system to track and capture your business activity, we can work with you to implement your accounting software.  This would include development of your chart of accounts, defining your products and services, creating common vendors and customers, setting up your standard reports, establishing your opening balances, and as needed importing or entering your starting activity.  Once your system is up and running, you can transition to our monthly bookkeeping services, or request custom training to manage this yourself.  Our team is knowledgeable in a range of accounting software including QuickBooks Online and FreshBooks.
  • Accounting Software Cleanup:  Not everyone likes keeping track of the day-to-day accounting the way we do so we understand that your books and records may need a little extra time and attention to get them ready to use.  We can work with you to review and get your accounting system ready for our monthly bookkeeping services.
  • Payroll Services: Let us help you manage payroll and ensure your staff are paid on time using a dedicated bookkeeper coupled with our payroll software partners.
  • Bill Payment Services:  Let us implement and manage your bill payment process.  By utilizing our bill payment partner app, integrated with your bank, we can streamline your bill payment process, improve the approval process and help you better manage your cash flow. No one likes paying the bills, so we’ll handle it for you.
  • Accounts Receivable Management:   You work hard to sell your products and deliver your services.  Let us help you manage the invoicing and collections process.  By utilizing our receivables management partner app, integrated with your bank, we can streamline your invoicing process, improve the approval process and help you better manage your cash flow.

Accounting

While bookkeeping is the foundation of accounting, ensuring transactions are recorded properly, accounting takes your books to the next level. By using the transactional information provided, our accounting professionals help to provide a deeper understanding of the financial health and performance of your business and guide you in strategic decisions and navigating the financial landscape with confidence.

As your business grows and you look towards the future, your need for more complex accounting services will grow. Our accounting professionals will help you manage that growth and can collaborate with you in a variety of ways including:

  • Accrual and GAAP-based accounting
  • Budgeting and audit support
  • Complex financial reporting
  • Accounting system migrations
  • Implementation of financial processes
  • Oversight of staff accountants
  • Interfacing with your tax advisor

Training

We love talking about what we do, so let us help you better understand it too.   Our team can develop and deliver custom training that can be delivered in-person or online.

Here are just a few of the areas we cover:

  • The basics of accounting and bookkeeping
  • How to read your financial statements.
  • QuickBooks Online and FreshBoooks training
  • Tips and Tricks on using Excel more efficiently
  • How to create workflows with Office 365
  • How to create custom reports in QuickBooks Online