Our Services

Entity Formation

Includes all of the necessary steps involved in forming a new business entity.

Bookkeeping

From the formation of accounting books for a new business to the management of existing books for an established entity, bookkeeping includes, but is not limited to, the recording of all company transactions as well as the completion of month-end reconciliations.

Accounts Payable

Includes the processing of payments for company bills on a weekly or monthly basis.

Includes the monitoring of customer accounts including the collection of revenue on behalf of the business.

Can include the establishment of a payroll system, including processes and software, to the processing of payroll and quarterly as well as year-end reporting on behalf of the business.

Includes preparation, mailing, and annual form filing for the business.

Can include everything from assisting with the onboarding process for new employees to managing all HR compliance to interacting with state agencies related to unemployment claims.

Assistance with training in-house employees for specific bookkeeping-related duties.

Assistance with establishing budgets by department, by company, or both as well as a tracking system for monitoring budget versus actual company activity.

Includes analyzing company data to assess trends and make recommendations regarding company financial strategy.

Assistance with the preparation of financial reports, including proformas, for the purposes of procuring new business loans and/or existing loan compliance.

Includes the assessment of existing company processes and procedures to making recommendations regarding more efficient methods of operation as well as missed opportunities for operational simplification.

Data Reconstruction

Includes assistance with data rebuild due to loss or data entry error.

Other Services

Other services not listed above may be accommodated; please contact us for more information and a customizable quote.