
We can serve as your lead or fractional accountant, who can create financial strategy, implement internal accounting procedures, and prepare adjusted financial statements.

We are experts in delivering accurate, timely, GAAP-compliant unadjusted financial statements. We manage the day-to-day transactions of all accounts including, accounts payable, accounts receivable and fixed assets. We work with you to create projects to track the profitability of business use cases.

Payroll can be a very complicated and time-consuming task. It takes you away from your prime objective of managing and growing your core business. It affects your bottom line and your employees’ lives. We can take on that burden and you can rest easily that all the important and necessary filings are done accurately and on time.

We partner with you to drive financial strategy by developing and or implementing a strategic plan for your business based on our deep understanding of underlying economics.
- Bookkeeping
- Reconciliation
- Tax-Ready Financials
- Monthly Management Reports
- Dedicated Account Manager
- Email Support
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- Everything in Premier
- Payroll
- Quarterly Payroll Tax Filing
- Direct Deposit
- Monthly 1 Hour Review of Financials
- 12 Month Cash Flow Projection (provided quarterly)
- Quarterly Financial Review (45 minutes)
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- Everything in Elite
- Monthly 2-Hour Review of Financials
- W-9 Collections
- Financial Insights Analysis
- 12 Month Cash Flow Projection (provided quarterly)
- Quarterly Forecasting
- Annual Budgeting
- Quarterly KPIs / Insights Review
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- Meticulous Historical Record Reconstruction
- Reconcile all accounts
- Accounts Payable
- Accounts Receivable
- Bank Accounts
- Credit Cards
- Perform audit of existing bookkeeping records, address past errors
- Capture historical receipts and payments
- Catch-up/resolve Sales Tax or Payroll Tax issues
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