Your Business Growth

Services that Power

Year-End Clean-up

Prepping books for tax season and collaborating with CPAs.

1099 Preparation

Tracking and filing 1099s for contractors.

Audit Support

Providing documentation and support in case of audits.

New Business Setup

Helping clients choose accounting software, chart of accounts, etc.

Software Training & Support

Training staff on tools like QuickBooks, Xero, or Wave.

Financial Insights & KPI Tracking

Custom dashboards and reporting on key performance indicators.

Process Optimization

Reviewing workflows to streamline finance-related operations.

Transaction Categorization

Organizing and classifying income and expenses in accounting software.

Bank & Credit Card Reconciliation

Ensuring that bank and credit card statements match the books.

Accounts Payable Management

Recording and managing vendor bills and timely payments.

Accounts Receivable Management

Invoicing clients, tracking payments, and managing collections.

General Ledger Maintenance

Keeping the general ledger clean, accurate, and up-to-date.

Monthly Financial Statements

Profit & Loss Statement | Balance Sheet and Cash Flow Statement

Payroll Processing & Reporting

Calculating payroll, handling deductions, and filing payroll taxes.

Sales Tax Filing

Tracking, calculating, and filing state/local sales tax.

Job Costing or Project Tracking

Allocating income and expenses to specific jobs or projects.

Inventory Management Support

Tracking inventory levels, purchases, and costs of goods sold (COGS).

Budgeting & Forecasting

Creating and monitoring budgets to guide financial decisions.

Cash Flow Management

Monitoring inflows/outflows and helping optimize cash reserves.