Competent financial management is essential for the growth of the firm. If you are feeling consumed by bookkeeping, mystified by financial reports (but you know you need to understand them), wondering which products or clients are the most profitable and/or frustrated you’re not growing like you should, you’re not alone! Many entrepreneurs and small business owners eventually reach this point which is a signal that it’s probably time to begin addressing the gaps. Regardless of which stage you’re at, we’re here to help. Our services include, but are not limited to a mix of the following:

Full Charge Bookkeeping

  • Accounts Payable
  • Accounts Receivable
  • Billing
  • Account Reconciliations
  • Sales Tax Management
  • Tax Readiness
  • 1099 Vendor Forms
  • CPA Interface
  • Executive Reports & Recommendations

Controller Functions

  • Monthly Financial Reporting & Analysis
  • Cost Accounting & Analysis
  • Inventory Management
  • Identification of Cost Savings in Manufacturing, Services, Supply-Chain, Operations & Employee Benefits
  • Financial Risk Mitigation
  • Financial Policies & Procedures
  • Internal Auditing
  • Accounting Software Management

Chief Financial Officer (CFO) Functions

  • Contribute to Decision Making with Financial Information & Analysis
  • Multiple Stakeholder Reporting
  • Streamlining Operations
  • Financial Goal Planning (Long and Short Term)

Passive-Income for CPAs, Business, Marketing & Startup Consultants

In addition to providing essential bookkeeping and small business financial management, we also partner with consultant to enable passive revenue streams. While some consultants like to outsource this function in a strict vendor-consultant relationship, other consultants prefer partnering with us as an independent contractor to provide full-charge bookkeeping services for their clients as part of their core team or as a referral partner. Please contact us for more information on how you can grow your firm’s revenue.

Client Testimonials

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