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Business Meeting


Monthly Bookkeeping

Our team can handle all of your day-to-day accounting tasks so you can focus on what’s important - running your business. Our services are designed to implement and maintain the financial process, reduce overall expenses, and save time that can be reinvested into your business.

  • Account Reconciliation

    • Reconcile bank accounts

    • Reconcile electronic transactions into QuickBooks

    • Reconcile credit card accounts

  • Payroll

    • Prepare Payroll

    • Submit payroll taxes to agencies

    • Prepare payroll tax returns

  • Account Receivables/ Account Payables

    • Process bills and payments

    • Track credit card expenses and receipts

    • Process employee expense reports

    • Prepare 1099s for contractors

  • Financial Reporting

    • Prepare monthly financial statements

    • Prepare monthly budget reports

    • Tax planning

    • General business consulting

  • Tax

    • Tax Preparation

Bookkeeping Support/Training

Bookkeeping has become technology dependent. We will help your current bookkeeper and/or accounting department to identify software that’s most beneficial for your company, set up these systems and offer periodic reviews to ensure it’s still working for you, not against you. Our team will provide one-on-one training, answer your questions, and help you maintain high-quality financial information required for important business and organizational decisions.

CFO Services / Accounting

As your part-time CFO, we'll safeguard your resources with appropriate financial controls, help you get a handle on cash flow, and find ways to efficiently track inventory.

  • Creation of accounting policies and procedures

  • Establishing internal controls

  • Investor-ready financials

  • Budgeting and forecasting

  • Strategic business planning

  • Liaison between banks, attorneys, buyers

  • Due diligence


Our team is experienced in analyzing businesses and implementing and developing a plan for growth to meet your business needs. 

  • Oversees the supervision of personnel – including hiring and proper training

  • Establish and grow relationships with appropriate partners

  • Design daily operational programs that produce organizational objectives

  • Establish cost parameters and manage the overall profitability and losses

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