Accounting System Setup / Restructuring / Clean up

Project manage your setup or implementation of new Accounting Software Platform

Bookkeeping

Accounts Payables – Streamline billing and vendor management process

Account Receivables – Track and manage your client invoicing with electronic payments

Collections – Follow up on client outstanding balances to get you paid faster

Bank & Credit Card & Loan Reconciliation – Ensuring there are no fraudulent transactions and manage cash flow effectively

Financial Reporting – Balance Sheet, Profit & Loss, Accounts Receivables & Accounts Payables Aging

Budget & Cashflow forecasting to help you manage your business finances and growth.

Prepare and communicate Yearend business financial tax package for your CPA/tax preparer

Outsourcing

Business grown too quickly and need help getting caught up?

Your accounting or payroll staff going out on medical leave and you need someone to help fill a position for a few months

Need help gathering financial data for your CPA to file multiple business tax years filings

HR / Payroll

Project manage your Payroll implementation

Process weekly / bi-weekly / semi-monthly payroll

QuickBooks Desktop / Online Certified

QuickBooks Setup

QuickBooks onsite Training of staff

QuickBooks Clean-up

Strategic Planning

One on one financial coaching to help you grow your business and reach your financial or project goals.

Accounting System Setup / Restructuring / Clean up

Project manage your setup or implementation of new Accounting Software Platform

Human Resource / Payroll

Project manage your Payroll implementation

Process weekly / bi-weekly / semi-monthly payroll

Onboarding and Terminating Process of Employees

Manage and review your annual employee benefit plan such as health, dental, vision, workers compensation, and Section 125

Outsourcing

Need to fill one or multiple position

Your accounting or human resource staff going out on medical leave and you need someone to help fill a position for a few months

Outsourcing the accounting department and focus on the Operations of your business

Accounting Functions

Accounts Receivables

Accounts Payables

Collections

Support month end closing

Financial Reporting

Audit

Financial Analysis

An extension of your business team to help you make important operational and financial decisions.

We help businesses face common issues including, cashflow, accounting and tax issues, profitability, payroll, obtaining new financing, reconstruction of your accounting system to work with your Operations.

Manage of your accounting functions in Accounts Receivables, Accounts Payable, General Ledger, Inventory, Fixed Assets

Support month end and year end closing process

Prepare monthly, quarterly and annual financial statements with Executive Summary

Forecast Budgets and Cashflow Management

Training and managing your accounting staff

Develop internal control systems

Collections policies and procedures

Participate in key decision as a member of your executive team

Analysis of equipment purchases, expansions, etc.

Maintain relationships with auditors, bankers, or tax preparers

Construct and monitor your accounting system and ensure proper controls are in place

Coaching to help you grow your business and reach you financial goals.