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Our Services

Bookkeeping

Bookkeeping

Bookkeeping

  • Code transactions
  • Record revenue and expenses
  • Reconcile bank/credit card statements
  • Close the books
  • Generate basic financial reporting

Accounting

Bookkeeping

Bookkeeping

  • Record adjusting journal entries
  • Manage Accounts Receivable 
  • Oversee Accounts Payable and expense management 
  • File sales tax reports
  • Process payroll
  • Produce accrual-basis financial statements

CFO & Consulting

Bookkeeping

CFO & Consulting

  • Oversee bookkeeping and accounting
  • Review financial statements and consult on key findings and metrics
  • Perform financial planning & analysis
  • Prepare and oversee budget process
  • Forecast and manage cash flow
  • Create and maintain KPI dashboard
  • Administer comp plans, software integration, and other consulting

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