We handle everything from tracking expenses and labor to managing invoices and project costing, ensuring your financial operations are streamlined and efficient. By maintaining accurate financial records and offering clear, timely reporting, we provide the insights you need to make informed decisions. This allows you to focus on delivering exceptional service to your clients while ensuring your business runs smoothly, stays compliant, and remains on a path to growth. Let us take care of the numbers, so you can focus on expanding your business and achieving your goals—knowing that your finances are in expert hands.
Small Business & Entrepreneur Services
Our bookkeeping services for consultants and client service providers are designed to keep your financials organized and stress-free.
Bookkeeping
- Chart of Accounts Revamp & Set-Up
- Weekly/Monthly Expense & Income Tracking
- Month-End Financial Report Package
- Custom Reporting
- 1099 Filings
- Year-End Preparation*
*We do not prepare audits or tax returns, however, we will work closely with your CPA or Auditor to provide all reports necessary for a smooth filing.
Back Office Support
- Bill Pay Processing using BILL.com™, Melio, and QB Bill Pay
- Payroll Processing
- Invoice Preparation
- Third-Party App Support
Controller/Advisory Services
- Cash Flow Monitoring
- Forecasting
- KPI & Scenario Reporting
- Budget Preparation & Maintenance
