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 SERVICES

Customized Bookkeeping, Accounting and Financial Operations Services
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Bookkeeping and Accounting

-Accurate recording of all monthly financial transactions
-Bill payment processing
-Customer invoicing and collection
-Monthly review of financial statements prior to publishing
-Bank and credit card review and reconciliations
-Balance Sheet publication
-Profit and Loss statement publication
-Better prepare your CPA or tax person, with audit assistance, 1099
filings, sales tax filings and even workers compensation insurance
requests

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Financial Analysis and Planning

-Financial Analysis and Planning
-Budget creation and management
-Cash planning and forecasting
-Assistance with loan package creation

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Financial Management

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Systems and Tool Implementation

-Bill payment automation tools
-Payroll systems recommendations and assistance
-Document retention
-Accounting system recommendations and implementation including
e.g. QuickBooks Online, Aplos for non-profits, Church Windows, Xero

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