Services
We structure and customize our packages according to your business needs. Schedule a consultation today. We will determine your specific requirements, and create a personalized plan for you.
Essential Services
Add-on Services
Web-based Bookkeeping
All bookkeeping processes are customized to each client’s needs based on the principal activities of your business. We will record and correctly classify all the transactions related to your business into your accounting system using the most up-to-date technologies. We will also conduct a thorough reconciliation of your bank accounts each month to ensure accurate financial reporting. All data is stored and managed in the cloud to allow for maximum security and accessibility to all necessary stakeholders.
Financial Reporting
You should always have a clear picture of the financial health of your business in real-time. Our ultimate goal is to provide current and accurate financial reports that are necessary for you to make informed decisions to impact the day-to-day operations of your company. We will produce an easy-to-understand reporting package presented to you each month. It will include visual representations of current trends and patterns compared to your historical accounting data. Our analysis will also identify areas to be address along with recommendations for possible solutions and actionable items focused on your success.
Training
Clients will receive training as needed in basic bookkeeping practices and software use to ensure the client’s own understanding of their financials. We will also make ourselves available to discuss customized training, ad hoc reporting, and advice as the client deems necessary.
Support & Communication
Regular communication is key while we serve as your primary source of guidance to understanding your financial records. We will provide continuous support to add the most value to our working relationship. We will also liaise with your CPA and/or Tax Professional as necessary. At a minimum, you can expect a monthly meeting to review your financial reports, and a commitment to respond to your emails or phone calls within 24 hours.
Budgeting
Establishing budgets to build a strong financial foundation should be a part of every organization’s best practices. We will guide clients in this vital process by using easy, stress-free workflows to target long-term success. No two businesses are exactly alike. Budgeting goals may be as simple as choosing a couple of key points that the business wants to measure its results against, or as complex as identifying dozens of such items. After goals are determined, budgets are set up that present how the goals will be accomplished. Budgets should always be compared to actual operations, and explain any deviations in the reporting package to gain the full benefit of this valuable tool.
Add-on Services
Software Subscription & Setup
Clients are matched with the best software subscription that fits their needs, and the accounting file will be setup according to industry standards.
Historical Accounting Data Clean-up
Errors in prior month accounting data will be corrected, and missing transactions will be caught-up to produce clean, current, and accurate accounting data.
Assisted Payroll Processing
Full-service payroll through payroll processor to offer direct deposit to employees, and automatic payroll tax filings and payments.
Accounts Payable with Digital Bill Pay
Bills will be processed and electronically paid through the bill pay system upon client’s approval.