UNLEASH THE POWER OF YOUR DECISION MAKING WITH CLEAN BOOKS AND POWERFUL DECISIONS

SERVICES

OUR SERVICES

Wise decision-making is in your numbers

Keep within your “zone of genius” and in the driver’s seat when you replace your back office with accurate bookkeeping, accounting, and payroll support. When it comes to knowing numbers, and overcoming complex financial issues, our clients rely on us to offer sound solutions, clarity, and understanding.

Smart & Reliable Solutions

Bookkeeping Services

Accomplish so much more.

Trying to do your bookkeeping, accounting, and payroll while running your business is like fitting an elephant through the front door. It’s impossible to fit in and complete all the tasks essential to running a business without getting stuck, overwhelmed, or falling short. So rely on our bookkeeping services and focused expertise to lessen the load and get the job done right.

Record received payments
Categorize payments in the order deposited and post to QuickBooks Online
Record invoices
Categorize bank feeds
Obtain bank & credit cards records from clients
Bank account reconciliation
Merchant account reconciliation
Enter bills into QuickBooks
Process commissions
Contractor payment processing
P&L Review
Payroll and Other journal entries
Review bills on monthly basis and ensure everything is received and paid
Sales tax filing for multiple states
Emailing invoices if needed
Business to business collections for clients
Manage memorized transactions
Record lines of credit
Communicate customer special requests after quoted if beyond scope of work

CFO Services

Discover the power that lies hidden within your numbers.

Doing the books is one thing but knowing your numbers and putting them to work for your business is another. Many of our clients seek extra support in understanding the numbers better to make powerful and wise decisions. That’s why we developed a package specifically designed to support businesses with essential CFO services.

Cashflow forecasting/ Budgeting Services
Manage client scorecards
Determine bill pay schedule for clients
Manage liabilities and asset accounts
Review and manage accounts receivable
Balance sheet reviews
Manage chart of accounts
Reviewing bill rates for clients
Oversee trial balance and general ledger
Employee Review
Payroll Services (details upon request)