Our Services
Bookkeeping
Having organized and up-to-date bookkeeping records is paramount when running your business. We get it, accounting isn’t glorious but it is needed. By outsourcing this function, you can stay focused on your mission.
Hire us to implement or maintain your Quickbooks platform where your bank transactions, accounts payable and accounts receivable can easily be recorded and reconciled.
Advisory Services
Our advisory services are designed to provide valuable insights into your financials, helping you make informed decisions that drive growth and profitability. From cash flow optimization to financial forecasting, we offer tailored solutions to navigate challenges and seize new opportunities.
Partner with us to gain a clear understanding of your financial landscape and unlock the potential for sustainable success.
Payroll
Payroll can be complex and if done incorrectly it can be costly. Whether you have 2 employees or 100, we can assist in administering and running your payroll.
We have experience using ADP, Paylocity, Paychex and Intuit payroll platforms. By implementing one of these payroll providers, you can rest easy when it comes to paying your employees and filing and paying payroll taxes.
Expense Reporting
It’s the bane of many employee’s existence, expense reports. Using a technology like Expensify, it couldn’t be easier. Credit card transactions automatically import while you snap pictures of receipts. Never have to manually enter your credit card transactions again. Once the report is approved, it syncs right over to your accounting software.
This platform will house your receipts, approvals and reimbursements all on the convenient website or mobile app.
Accounts Payable
Never hand write a check again. By using Bill.com or Anybill, all bills can be processed and paid through a third-party platform. Easily pay your vendors via mail, ACH or wire. International vendors? No problem, you’ll have that capability as well.
No more files or folders with paper copies of bills and checks. Your AP history lives within the platform and automatically syncs over to your accounting software.
Sales & Payroll Tax
Sales and payroll tax can become complicated based on your industry, product and locations. Every state and locality has different requirements. With our experience in many states, we can help navigate these rules and regulations that apply to your small business.
Quickbooks Implementation/ Migration
We are well-versed in implementing Quickbooks Online. Whether you already have an accounting software and want to migrate to QBO or are just starting out, we can help you along the way. We also assist with importing historical data.
Quickbooks / Year-end Cleanup
Be ready for tax season by hiring us to clean up your books! With accurate and clean data, your CPA can complete your taxes in a breeze. Or maybe you were doing the bookkeeping and need assistance in cleaning up your QBO file. We can help with that too. This can be a one-time project for year-end or cleaning up your Quickbooks file.
Process Efficiencies
Efficiency is the name of the game. Need help with organizing team projects? In the current virtual workplace, stay up-to-date, efficient and collaborative by enlisting the right technology for your team and business.