Accounting System Set-up

To start, we work with you to make sure your accounting systems are properly set up. We handle everything from your chart of accounts to a complete documentation of service and sale items with proper tax codes and rates. This allows for on-time data entry and easy financial analysis.

Bookkeeping

We assign a dedicated bookkeeper who will handle your daily, weekly, or monthly financial activities. Each bookkeeper is handpicked based on your specific industry and needs. They can manage all of your accounts receivable and payable, your payroll needs, and monthly or quarterly reconciliations.

Financial Analysis

We do diligent financial reporting to give you a clear window into the performance of your business and to enable you to make important and informed decisions. We create a general ledger and post as needed to capture all relevant financial activity. We also generate the needed financial reports for your tax professionals.

Budgeting, Cash Flow Analysis and Forecasting

Healthy cash flow and realistic budgeting are critical to the success of all small- and medium-sized businesses. We work closely with you to develop smart budgets, and properly forecast cash needs and anticipate potential cash shortages. We know what it takes to stay solvent, while growing.