Accounting Services

Our Services Are Perfect for Businesses That Are

1

  • In need of financial expertise and guidance

  • Desiring a cost-effective alternative to a full-time CFO or Controller

  • Ready to expand beyond one accountant or bookkeeper

  • Ready to replace an accountant or bookkeeper

2

  • Ready to replace an existing CFO or Controller

  • In need of consistent financial / strategic advice without someone on-site daily

Strategic

CFO Advisory


  • Best practices recommendations and guidance

  • CEO/ownership guidance on:

    • Projects

    • Funding options

    • Cash usage

    • Advanced financial & tax considerations

    • Financial strategies to support growth

    • Interpretation of financials

    • Operational analytics and reports

    • Budgeting & forecasting

Financial

Controller Advisory


  • GL management

  • Cash management

  • Accrual basis accounting

  • Tax coordination

  • Bill payment (Bill.com)

  • Managed payroll through payroll service provider (ADP, other)

  • Customer invoicing

  • GL account reconciliations

  • Monthly financial reporting:

    • AR aging

    • AP aging

    • PL/balance sheet

    • Variance analysis

Transactional

Bookkeeping Advisory


  • Record cash transactions

  • Reconcile cash accounts

  • Tax preparation readiness