Services
Contract Accounting Services
Bookkeeping
What Happened?
Outsourcing your bookkeeping to a professional will increase accuracy and efficiency, reduce the risk of errors, and keep your business in compliance with accounting standards. This will free up your time to focus on other core aspects of your business.
Controller
What are the numbers telling us?
Outsourcing your controller can significantly reduce the cost of hiring, training, and managing an employee. An outsourced Controller provides flexibility and scalability to fit the needs of your business. Having the confidence that an experienced accountant is putting together your financial statements enables you to make informed decisions.
CFO
What should we do next?
Outsourcing your Chief Financial Officer (CFO) can significantly reduce the cost of hiring, training, and managing an employee. Having an outsourced trusted strategic partner can propel your organization towards a prosperous future. Their expertise ensures financial stability and informs critical decision making.
Bookkeeping
Are you overwhelmed trying to keep up with your books while running your business?
Are you spending too much time manually entering transactions?
Are you unsure how your accounting system should be set up?
Are you confused about how transactions should be categorized?
Outsourcing your bookkeeping to a professional will increase accuracy and efficiency, reduce the risk of errors, and keep your business in compliance with accounting standards. This will free up your time to focus on other core aspects of your business.
Accounts Payable
- Receiving, Reviewing, and Entering Invoices
- Ensuring timely payments to vendors
- Preventing Fraud and Errors
- Maintaining a clear picture of the company’s financial obligations
Accounts Receivable
- Generating invoices to send to Customers.
- Recording sales and posting payments
- Monitor Customer payments.
- Maintaining Accurate Financial Records
Bank Transactions
- Import or manually enter bank transactions in your accounting software.
- Categorize transactions appropriately.
- Reconcile bank accounts monthly.
- Help stay on top of your finances and make informed decisions.
Payroll Assistance
- Entering time sheets and payroll data
- Communication with third party payroll providers
- Recording Payroll Expense
Controller
Are you unsure how much cash your business actually has available?
Do you want a clearer picture of the financial health of your business?
Do you receive financial statements but aren’t sure what they’re actually telling you?
Do you need a budget to help keep your business on track?
Outsourcing your controller can significantly reduce the cost of hiring, training, and managing an employee. An outsourced Controller provides flexibility and scalability to fit the needs of your business. Having the confidence that an experienced accountant is putting together your financial statements enables you to make informed decisions.
Monthly Account Reconciliations
- Balance Sheet work papers to keep track of your reconciliations.
- Income statement account review and variance analysis
- Review and update your chart of accounts.
Financial Statement Preparation
- Income Statement
- Balance Sheet
- Cash Flow
Financial Statement Presentation
Monthly review of your financials to help you make informed decisions for your company.
Special Projects
- New business QuickBooks set up.
- Software cleanup
- Specific account reconciliations
- Accounting software conversions
CFO
Do you need help communicating with your bank or lenders?
Are you considering expanding or making a major investment?
Do you need a financial partner to help you think through what’s next for your business?
Outsourcing your Chief Financial Officer (CFO) can significantly reduce the cost of hiring, training, and managing an employee. Having an outsourced trusted strategic partner can propel your organization towards a prosperous future. Their expertise ensures financial stability and informs critical decision making.
Monthly Financial Review Meeting
- Review closing procedures for deliverable of monthly financial statements.
- Review Balance Sheet, Income Statement, and Cash Flow for significant trends or
- variances.
- Review Key Performance Indicators (KPI’s)
- Review capital expenditures
Internal Accounting Department Review
- Ensuring proper segregation of duties
- Reviewing internal controls
- Analyze accounting department staff.
Bank Communications
- Thinking about switching banks? Let’s talk through your options.
- Apply for/Review your Line of Credit
- Review Credit Card applications or processes
Contract Review
- Lease/Loan agreements
- Accounting software agreements
- Audit/Tax Engagement Letters
Special Projects
- Multi Year Financial Forecast
- Multi Year Cash Flow Forecast
- Yearly Budget Creation
- Monthly Scorecard