Our services are tailored to meet your needs whether it is full-cycle bookkeeping with invoicing and bill payments, general bookkeeping, month-end support, audit support or payroll support.
Our full-cycle bookkeeping package includes inputting all of your purchase and sales transactions and journalizing other transactions as required. Statements are reconciled at the end of the month. We then compile your general ledger and financial statements and package them up so they are always available when you need them!
If your books require review and clean-up we are experienced and can assist with getting you back on track! We have worked with many companies through internal and external audits.
We can also assist in assuring you are building and reviewing the reports you need to in order to keep up with your business. This may be as simple as reviewing your Account Receivables and Accounts Payables to working with you to build out a Cash-flow to manage what's coming in and what's going out.
In addition, we offer shoebox services and will sort your receipts and categorize them in a spreadsheet or get you going with a set of books.
Our approach takes the struggle out of your business processes so that you can achieve your organizational goals.
We will work with you to build out your processes, procedures and workflows and we can meet with your team to unroll the changes and assist you with assuring that changes are rolled out smoothly.
This will result in your businesses ability to manage more efficiently and additionally allow your business to be better able to deliver quality products and services to your clients.
Project Cost Controls
Cost is a key performance indicator and your businesses ability to report and control costs from estimate to final payment will result in trust from your Clients and future work for your business.
We will work with you and your project team to capture everything for analysis and reporting. Our experience is that every company operates differently, has different systems and the control requirements differ from internal reporting to external reporting for individual Clients. We will focus on what you have and what we need to do to make reporting work for all of your needs.
We offer training for administrators and bookkeepers so they can successfully keep your business running smoothly. We can provide general training or tailor our program to meet your business needs.
Call us today to discuss your training needs!
We provide a personal tax service for individuals and small businesses and can assist if you are behind!