Services

Everything your finance function needs

Thirty services in six areas. Pick one, or hand us the whole back office.

01

Monthly Bookkeeping & Close

Books closed on time, every month.

Reconciled accounts and a clean close every month, so you always know where you stand.

Ask about this
  • Monthly and year-end closing
  • General ledger management
  • Bank and credit card reconciliations
  • Accounts payable management
  • Accounts receivable management
  • Revenue and expense recognition
  • Vendor and customer account reconciliations
  • Inventory accounting and reconciliation
  • Fixed-asset accounting and depreciation schedules
02

Outsourced Controller & CFO Reporting

A controller on your team without the salary.

Financial statements, forecasts and KPI reporting that turn your numbers into decisions.

Ask about this
  • Outsourced controller services
  • Financial statement preparation and review
  • Financial analysis and management reporting
  • KPI dashboards and performance reporting
  • Cash-flow management and forecasting
  • Budget preparation and monitoring
  • Job costing and project accounting
03

Payroll & Compliance Filings

Payroll, sales tax and 1099s filed right, on time.

Payroll run and reconciled, sales tax handled across states, and year-end forms filed.

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  • Payroll processing and accounting
  • Payroll tax reporting and reconciliation
  • Multi-state and local sales tax compliance
  • Sales tax nexus analysis and registration
  • Form 1099 preparation and filing
04

Clean-Up, Catch-Up & Software Setup

Behind on the books? We fix it, then keep it fixed.

We untangle messy or overdue books, set up your software properly, and migrate your data cleanly.

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  • Account cleanup and catch-up bookkeeping
  • Chart of accounts buildout or revamping
  • Accounting software setup and implementation
  • QuickBooks and ERP optimization
  • Accounting data migration and conversion
05

Audit Readiness & Internal Controls

Walk into your audit already prepared.

Documented procedures, sound controls and organized support so audits go smoothly.

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  • Audit preparation and support
  • Internal controls and accounting procedures
  • Accounting policy and workflow development
06

Forensic Accounting

When the numbers need to hold up.

Careful, well-documented financial investigation when accuracy really matters.

Ask about this
  • Forensic accounting and financial investigations

FAQ

Common questions

Who do you work with?

Small and mid-sized businesses that need reliable books and better reporting, from owner-run companies to teams that have outgrown a part-time bookkeeper.

Do you prepare personal tax returns?

No. We focus on business accounting, reporting and compliance filings like payroll tax, sales tax and 1099s. We're happy to work alongside your CPA at tax time.

What software do you use?

We work in QuickBooks and common ERP systems, and can set up, optimize or migrate your accounting software.

My books are a mess. Can you still help?

Yes. Clean-up and catch-up bookkeeping is one of our core services. We get you current, then keep you there.

How is pricing set?

After a free consult we quote a fixed monthly fee for ongoing work, or a fixed project price for clean-ups and setups.

Ready to get your books off the ground?

Book a free consult. We'll look at where things stand and give you a clear plan and price.

Book a free consult