Services
If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.
We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.
Accounting Software – QuickBooks Consulting
We’ve gathered our knowledge of QuickBooks across multiple years, multiple versions, multiple companies, and multiple industries. Knowing QuickBooks is our business, and we can help you quickly spot and solve your issues with QuickBooks, saving you time and money.
Some of the ways we can help you make the most out of your QuickBooks software include:
- Data and file analysis and troubleshooting, in case you’re experiencing error messages or problems
- Cleanup if your CPA can’t do your tax return
- Correcting account balances or reports that don’t make sense
- Helping you choose the right version, so you get started on the right foot
- Installation, setup, and customization for your specific business needs
- Speeding up a slow file
- Customized reports to get you the business intelligence you need
- Add-ons and upgrades, in case you need more functionality
- And much more.
Bookkeeping/Outsourced Accounting
If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping or outsourced accounting services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, we can provide input and planning assistance to make sure the accounting and financial systems keep pace with your business needs.
A few of the services we offer are listed below. We will design a package of services that is best for your business.
Bank, Credit Card and Loan Reconciliations
Each month, it’s important to reconcile key accounts, including your bank accounts, PayPal account, merchant accounts, credit card accounts, petty cash, and loans. The reconciliation is done by comparing your bank statement balances with the ones in your accounting system, then taking into account outstanding transactions. Any corrections needed to your books can be made on a timely basis so that your balances remain correct.
Accounts Receivable
You may need help with invoicing and accounts receivable management. We can assist with the preparation and distribution of customer invoices, proper recording in the accounting system, payment matching, payment recording, statement preparation, credit memo and refund processing
We can generate reports to help you manage your customer records and accounts receivable better, including customer balances and aging reports. If you need help writing off uncollectible accounts or other adjusting journal entries, we can assist.
Accounts Payable
We’re here to help you with bill processing, including submission, document management, approvals, check writing, and payments. We’re experienced with accounts payable management and can make sure you have the best controls set up to give you peace of mind.
Tax-Ready Numbers
Our accounting services will provide you with a clean set of books that can be used to prepare your federal and state tax returns. We can make adjusting entries and perform year-end tasks so that you’re all set to turn your books over to your tax preparer.
Business Consulting
Business success depends on timely identification of both problems and opportunities, and efficient development of strategies to respond to both. As your trusted business consultant, we combine dedication to your success with wide-ranging business acumen to offer honest, objective advice on everything from minor restructuring to preparing a business for sale.
We will take the time to learn about your company’s unique challenges, goals and current strategies. We then draw on years of business analysis experience to help you address inefficiencies, and identify and capitalize on hidden growth potential. We empower you and your team to make well-informed choices for the future of your business.
Whether you need short-term assistance with a major transition, or a long-term partner in strategic planning, we can help you unlock the full potential of your business.
Catch-Up and Cleanup Bookkeeping Services
We understand that maintaining accurate financial records can sometimes fall behind due to the busy nature of running a business. Our specialized services are designed to help you get back on track and ensure your books are in perfect order.
Catch Up Bookkeeping involves updating your financial records by entering all transactions from a specific period. This service is ideal if your bookkeeping practices are generally sound, but you need to fill in the gaps due to temporary lapses.
Clean Up Bookkeeping goes a step further by not only catching up on missed transactions but also reviewing and correcting errors, inconsistencies, and inefficiencies in your existing bookkeeping system. This comprehensive service ensures your financial records are accurate, compliant, and ready for future growth.
Whether you need to catch up or clean up, our expert team is here to provide the support you need to maintain financial clarity and confidence. Let us help you keep your business finances in top shape!
Controller Services
There are times when your small business needs more accounting and financial advice than you can get from a bookkeeper or a tax preparer. That’s when CFO-level and controller-level services can come in handy.
You can’t afford to hire a full-time controller or CFO, but luckily you can still get the high-quality accounting services you need to help your company grow. We help companies with:
- Systems and workflow improvement
- Planning and budgeting
- Internal controls to reduce the risk of fraud and theft
- Advisory services such as profit margin or revenue analyses
- Accounting staffselection, supervision, and training
- Sounding board for your business ideas
Financial Statements
Maintaining clear, accurate and timely financial statements is one of the most impactful investments you can make in the long-term success of your business. Well-prepared statements ensure hassle-free internal and external audits, help guide management decisions, and present the stability and growth potential of your business to prospective lenders, investors or buyers.
Preparing the primary components of a financial statement – mainly the balance sheet, income statement, cash flow statement and statement of shareholders’ equity – requires thorough record keeping and detailed analysis. Clear, easy-to-read presentation matters every bit as much as precision.
We will work closely with your key personnel to assemble all the data needed to develop your financial statements. We will then help you finalize the statements to ensure compliance with industry standards and so critical information can be found at a glance.