Our Services

what we do

Our Work Process

Initial Consultation and Needs Assessment

We will assess your specific needs and goals, evaluate your current bookkeeping practices, and propose a tailored solution. We will discuss pricing, timelines, and other pertinent details to ensure transparency and alignment.

Onboarding and Implementation

We establish secure data sharing protocols and organize your financial transactions. We will provide training, ongoing support, and regular meetings to ensure a smooth transition and effective collaboration. We will continue to manage your financial records, deliver timely reports, and provide ongoing assistance, allowing you to focus on business growth.

process

our services

Our Most Popular Services

Contact us today to discuss how we can tailor our solutions to meet your specific needs. We are ready to support your business and provide financial expertise you require.

Financial Record Management

We provide a comprehensive management of financial records, including organizing and maintaining accurate ledgers, journals, and general accounts. We ensure that all transactions, expenses, and revenue are properly recorded and classified.

Accounts Payable Management

We handle accounts payable by managing and tracking the company's outstanding invoices, ensuring timely payments to vendors and suppliers. We also help in maintaining a record of payables and ensuring adherence to payment terms.

Accounts Receivable Management

We oversee the accounts receivable process, including generating and sending invoices to clients, tracking payments, and following up on overdue accounts. We help maintain a healthy cash flow by ensuring timely collection of outstanding receivables.

Bank Reconciliation

We reconcile bank statements with the company's financial records to identify any discrepancies. We ensure that all deposits, withdrawals, and bank charges are accurately reflected in the accounts, helping to prevent errors and detect potential fraud.

Financial Reporting

We prepare regular financial reports, such as income statements, balance sheets, and cash flow statements. These reports provide valuable insights into the financial health of the business, allowing owners and leaders to make informed decisions.

1099 & 1096 Filing Service

We prepare 1099 & 1096 forms. Let our experienced team handle the complexities of reporting income and payments to independent contractors, while also fulfilling state and federal tax regulations, saving you time and ensuring compliance.