Services

While our focus is on clean, precise bookkeeping, there are other areas of value we offer your business.

The following may actually be services you are overpaying your busy CPA to do. Additionally, your CPA might not be available to fully engaged with your business on a weekly or monthly rhythm. Let us help you with any of the following for your peace of mind.

new business chart of accounts creation

existing bookkeeping cleanup

ongoing transaction categorization

comprehensive transaction categorization

bank and credit card reconciliations (weekly or monthly)

payroll processing (via QBO, Gusto, ADP, etc.)

accounts payable/receivable reporting and support

sales tax filing (monthly or quarterly)

preparation and support for 1099s (annual filing to be done by CPA)

cash flow management

annual tax-ready books for your CPA

primary financial statements (P&L, Balance Sheet, Cash Flow)

KPI dashboards (custom to your company)

financial strategy calls (monthly/quarterly)

budgeting, forecasting and planning

strategic tax planning (periodic with CPA)

custom reporting (eg. project profitability, trends, etc)

scenario modeling and pro forma creation