Businesses need financial understanding and support in order to succeed.

We supply ongoing weekly, monthly, quarterly or annual financial support, as well as emergency or project-based requests. We are a frequent source for CPA firms in need of financial organization and reporting for current or prior tax years.

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  BOOKKEEPING SERVICES

• Accounts Payable / Receivable
• Bank Account Reconciliation
• Credit Card Reconciliation
• ​Maintain Inventory System
• Filing Systems
• Payroll
• Sales and Use Tax Reporting
• Maintain Vendor Accounts

  PAYROLL PROCESSING

• W-2s & 1099s
• Weekly, bi-weekly, monthly, quarterly payroll
• Flexibility

CFO SERVICES

• Develop Budgets and Monitor performance
  ​(Budget v Actual Reporting)
• Financial Modeling and Forecasting
• Internal Cash Flow Management
• Prepare Executive Summaries for Boards, Banks and/or Owners
• HR Advising
   -  Coordinating benefits
   -  Streamline Employment Agreements
   -  Monitoring 401k programs
   -  Monitoring Profit Sharing
• Develop Policies and Procedures for accuracy and financial integrity
• Developing Pricing Strategies
• Assist in obtaining Lines of Credit
• Develop and Maintain Banking Relationships
• Compliance with Bank Covenants