Our Services

  • Bookkeeping Services

    Bank and credit card reconciliations

    Data entry for client proposals and invoices

    Management of vendor purchase orders, payments, and credits

    Entry and payment processing for overhead bills

    Time billing and invoicing for client reimbursables

    Monthly financial reporting

    Receipt tracking using Hubdoc or QuickBooks

    Software setup and migrations

  • Accounting Services

    Financial Statements Preparation (Balance Sheet, Income Statement, Statement of Cash Flows, etc.)

    Accounts Payable and Accounts Receivable Aging Reports

    Customized Financial Reports

    1099 Compliance Review, Recording, and Year-End Filing

    Sales Tax

    Payroll

  • Fractional CFO Services

    Financial Reporting and Analysis

    Cash Flow Management

    KPI Tracking

    ROI and Break-Even Analysis

    Ratio Calculations

    Budgeting