Financial Services
Fractional CFO
Bookkeeping
Advisory and Tax
We are a financial firm with a comprehensive understanding of business operations, what executives and stakeholders need in order to be successful and an incredible network of the right people that can advance your vision.
We can serve as the entire financial department for your business and give you white-glove service and treat each client like it’s our only client.
We aren’t just your bookkeepers. We are your financial, creative and innovative ally for success.
AP - AR - Cash Flow - Budgeting - Sales Tax - Reconciliations - Payroll - 1099 - Project Costing - Reporting - Quickbooks
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AP - AR - Cash Flow - Budgeting - Sales Tax - Reconciliations - Payroll - 1099 - Project Costing - Reporting - Quickbooks 〰️
Clear Insights, Clear Decisions
We have experience in a broad scope of industries including real-estate, construction, design, roofing and solar, digital and fine arts, community centers, non-profits and professional services.
New Business Set Up
Starting a new business can come with a lot of unknowns. Your finances don’t have to be one of them! We help businesses get it right from the beginning, guiding you though the process so that you can rest easy knowing it is taken care of the right way.
Clean-Up Services
Being a business owner means meeting a lot of demands, and sometimes your books fall behind. We can get you caught back up to speed so that you don’t have to sacrifice access to clear reporting when business picks up.
Monthly Bookkeeping
Ongoing monthly bookkeeping is a “no-brainer” since it helps you keep your finger on the pulse of your business. Never miss a thing with accurate, timely and informative financial services so you can focus on growing your business.
Why outsource your accounting?
Professionals can save you more time, money and give you access to a fast network of additional resources.
Quickbooks Online Bookkeeping
Services include, but are not limited to:
Monthly Categorization & Reconciliation
Accounts Payable
Accounts Receivable
Job Costing and Project Accounting
Payroll
Worker’s Comp and General Liability Audits
W4 and 1099 Processing
Cash Flow Analysis & Forecasting
Budgeting
Sales Tax Processing and Filings
Merchant Processor Reconciliations
Accrual, GAAP and FASBY Compliant Accounting
Nonprofit Accounting Services
Fund Accounting
Grant Accounting and Reporting
Board Reports and Presentations
Program and Project Costing
990 Prep for your tax pro
Want to learn more?
Let’s connect and explore how we may be of service to support you and your organization’s mission.