financial services
Accurate entry and management of daily financial transactions, including recording revenue, expenses, payroll, and reconciliations, ensuring clean financial records. Books in a bind? Catch-up and clean-up bookkeeping is available on an hourly basis to update your books so you can move forward in confidence and be ready for tax time.
Bookkeeping setup and customized Chart of Accounts
Monthly bookkeeping
Monthly financial statements
Year-end book close
This service can be upgraded to include:
Accounts Receivable - invoicing and collections, progress invoicing
Accounts Payable - bill entry and payment
Payroll - payroll set up and entity tax registration, payroll runs, W2 and 1099 issuance and filing
Customized project accounting ensuring accurate financial reporting for projects of all sizes and types. We specialize in the AEC as well as professional and creative industries.
Our highest level of client support, at a fraction of the cost for an in-house Controller. As your financial partner, we offer monthly bookkeeping service plus controls and metrics for a growing or established business. We provide strategic financial guidance to help you achieve your goals.
Monthly financial reporting
Cash Flow Management
Budgeting
Monthly projections
Quarterly financial review
Tax Prep and Collaboration with CPA
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