
We offer lead or fractional accounting services, providing expert financial strategy, implementing internal accounting procedures, and preparing accurate, adjusted financial statements.

We are experts in delivering accurate, timely, GAAP-compliant unadjusted financial statements. Our services include managing day-to-day transactions across all accounts including accounts payable, accounts receivable and fixed assets. We work with you to create projects to track the profitability of business use cases.

Payroll can be complicated and time-consuming, distracting you from managing and growing your core business. It impacts both your bottom line and employees’ well-being. Let us handle the burden, ensuring all essential filings are completed accurately and on time, so you can focus on what matters most.

We partner with you to drive financial strategy through the development and implementation of a strategic plan for your business, based on our deep understanding of underlying economics.
- Bookkeeping
- Reconciliation
- Tax-Ready Financials
- Monthly Management Reports
- Dedicated Account Manager
- Email Support
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- Everything in Premier
- Payroll
- Quarterly Payroll Tax Filing
- Direct Deposit
- Monthly 1 Hour Review of Financials
- 12 Month Cash Flow Projection (provided quarterly)
- Quarterly Financial Review (45 minutes)
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- Everything in Elite
- Monthly 2-Hour Review of Financials
- W-9 Collections
- Financial Insights Analysis
- 12 Month Cash Flow Projection (provided quarterly)
- Quarterly Forecasting
- Annual Budgeting
- Quarterly KPIs / Insights Review
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- Meticulous Historical Record Reconstruction
- Reconcile all accounts
- Accounts Payable
- Accounts Receivable
- Bank Accounts
- Credit Cards
- Perform audit of existing bookkeeping records, address past errors
- Capture historical receipts and payments
- Catch-up/resolve Sales Tax or Payroll Tax issues
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