Services
Recurring services
Fractional Services
SERVICES - CAN PICK & CHOOSE:
Accounts Payable processing and payment
Accounts Receivable processing and collection
Fixed asset and depreciation management
Balance Sheet reconciliations
Bank account and credit card reconciliation
Sales tax preparation & reporting
Payroll
1099 filing
General ledger review
Financial statement preparation
Management reporting
Cashflow management
Budget preparation
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Company Team Member 2 days per week. Catered to your business needs with responsibilities below.
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Company Team Member 1 day per week. Catered to your business needs with responsibilities below.iption
Monthly Services
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Monthly financial statements 10 - 15 days after receipt of all documents.
Monthly financial analysis
Quarter meeting to discuss financials and company planning.
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Monthly financial statements 10 - 15 days after receipt of all documents.
Monthly financial analysis email.
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Monthly financial statements 15 - 20 days after receipt of all documents.
One Time Services
Bringing your accounting into compliance with GAAP standards
Chart of Accounts review
Quickbooks Online training - one time or ongoing
Financial modeling & Pro forma creation
Staff postings and acquisition
ERP decision assistance
ERP implementation assistance
Assistance rolling out employee benefit programs
Accounting Workflow Review
Staff training
Communication with CPA for audit or taxes