OUR SERVICES

If you’re serious about growing your business, you need financial services that will work with you on this journey.

INTERPRETATION IS KEY

Strategic Bookkeeping

Our strategic bookkeeping services are a step above traditional bookkeeping. Through easy-to-understand metrics and dashboards, we bring you a clear picture and strategic advice to map out your journey. We offer a range of services including Monthly Bookkeeping, Monthly Reporting, Classifications and Job Costing, Bank Account Reconciliations, and End of Year Tax Package.

Payroll

Avoid costly payroll mistakes through effective payroll tracking. Our services include 1099 Vendor Tracking, Payroll Tax Administration, and Employee Benefits Management and Administration.

Invoicing and Bill Payment

We ensure your clients are adequately charged for products and/or services, and we track of all your paid and outstanding invoices and bills. We offer general invoicing services, and accounts receivable and accounts payable management.

Financial Analysis

Analyze your business’s finances and translate the number to “what this really means” so you can make better business decisions. We offer Financial Results Analysis, Monthly Review Meetings, and Interactive Results Dashboarding.

Financial Management

Bring all the aspects of your financial growth together, from planning to execution. Our Financial Management Services include Budget and Cashflow Forecasting, Expense Review and Optimization, and Custom Dashboard Reporting.

Strategic Management Services

We develop strategies across multiple aspects of your business and work alongside you to use them effectively. These include Strategic Planning, Business Process Reorganization On-call Strategic Financial Advice, SBA Loan Services, and Board of Advisor Services.

	Sole Bookkeeper	Other Bookkeeping firms
General
Assigned dedicated Senior Bookkeeper
Wider Team “step in” ability if Bookeeper unavailable
Documented Systems & processes
Multi State Tax Experience	Maybe
Comprehensive security		Maybe
Custom service plan tailored to your needs		Maybe
no “lock-in” contracts	Maybe
Only senior bookkeeping staff in the team	N/A
Ability to grow / change services as your business evolves		Maybe
Experience across a wide range of businesses
Bookkeeping
Accurate on-time reconciliations	Maybe
Responsive to queries		Maybe
Monthly reporting	Maybe
Responsive CPA interaction	Maybe	Maybe
End of year tax package		Maybe
Fixed monthly fee
Payroll
Your choice of payroll system	Maybe	Maybe
Wide payroll system support		Maybe
Personal payroll attention
Ability to handle custom processes	Maybe	Maybe
Multi- State employee registration experience		Option
401K, medical, benefits administration	Maybe
Time Sheet reconciliations and management	Maybe	Maybe
Proactive 1099 Vendor Management
Billing and Invoicing
Ability to invoice on behalf of client	Maybe	Maybe
Custom invoicing processes	Maybe
on-time Bill Payment ability	Maybe	Maybe
Accounts Receivable monitoring		Maybe
Accounts Receivable management		Maybe
Financial Analysis
Monthly / quarterly reviews with Bookkeeper	Maybe	Maybe
Financial Results Analysis	Maybe	Maybe
interactive results dashboarding		Maybe
Strategic Finanancial Management
Cashflow forecasting
Business Budgeting
Expense Optimization
Strategic Planning
Custom dashboards		Maybe
Board of Advisor Services
Secure client Portal		Maybe
Business Process Reorganization support
on-call strategic financial advice
SBA Loan application support