Explore Our Services
What We Offer
Tier 1 - Basic Service
IncludedInitial Consultation
Brainstorming, Planning, Onboarding Session
Customization of Chart-of-Accounts
Transaction Categorization of Income and Expenses
Accounts Receivable
Accounts Payable
Bank and Credit Card Reconciliation
Fixed Asset Management
Financial Reporting
Custom Reporting
1099 Filings
Tax Return Preparation for CPA Handoffs
Tier 2 - Intermediate Service
IncludedTier 1 - Basic Services
Inventory Tracking
Payroll Support
Sales Tax Accounting and Filing
Payroll Tax Filing
W2 Filing
Tier 3 - Advanced Service
IncludedTier 1 - Basic Services
Tier 2 - Intermediate Services
Cash Flow Management
Budgeting, Forecasting, and Financial Strategy
Cost Control, Job Costing, Project Management
Profitability Analysis
Management Reporting on KPI’s
Additional Services
Add-on Services Clean-up Financial Data (establish starting points)
Catch-up Financial Data (bring data current)
Notary Service
Annual Report Filing
Business License Application/Renewal
Training - Accounting Software and Staff
Get In Touch
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