.png)
Recurring Services
Our recurring services operate similar to any other subscription, whereby we agree upon a scope of services with your business, agree to a price, and then we are off. While our packages are typically life-cycle based, we can customize any aspect of our service to meet the needs of your business.
OUTSOURCED BOOKKEEPING & ACCOUNTING
Targeted for the start-up or small business owners that need someone to help them with their businesses accounting. Either to understand profitability or to have something to provide their tax preparer, we cover this functioned that any business needs.
These types of businesses are:
-
Cash-basis companies (revenue is recorded when money is received)
-
Do not typically issue invoices to customers/clients
-
Generally pay expenses electronically or with credit card
Services include:
-
Categorizing bank and credit transactions, attaching documentation where available
-
Bank account and credit card reconciliations
-
Quarterly profit and loss and balance sheet reporting
OUTSOURCED CONTROLLER
For businesses that have taken the next step in their lifecycle, their accounting function becomes a little more complex with respect to revenue streams, accounts payable (A/P) invoicing, payroll inclusion, and other facets tied to your industry. At this point, owners are contemplating whether they need to bring someone on to handle the accounting as a full-time job.
These types of business are:
-
Fairly well sustained in terms of year of existence and consistent revenue
-
Invoicing their clients and customers for sold goods and services
-
Receiving vendor invoices frequently
-
Evaluating or switched to accrual-based accounting
Services include:
-
Issuance of customer invoices for goods and services (customers pay based on invoice receipt)
-
Calculation and reconciliation of business-related accruals
-
Process vendor invoices through a newly created A/P process
-
Recording and accruing payroll processing
-
Bank account, credit card, and loan reconciliations
-
Monthly profit and loss, balance sheet, and cash flow reporting (with comparison as applicable)
Ad-Hoc Services
ACCOUNTING SYSTEM IMPLEMENTATION
From QuickBooks to ERP, we are available to assist your company or your team with the implementation of a new accounting system.
If your business does not utilize accounting software, we can help you choose the appropriate system to meet your business' needs, evaluating the options and related costs.
If you feel you have outgrown your current system, we can help walk you through a formal system selection process, schedule demos with the appropriate vendors, and work with your team to transition data, settings, and processes to your new system, as needed.
TALENT MANAGEMENT
The implementation of a new payroll service can be a daunting task for businesses that care about their employees and want to make sure they get paid timely. However, we have experience with these special circumstances to ensure that both employees and government jurisdictions ger the money they are owed, reduce overall business risk by partnering with payroll service providers, and ease the worries of business owners about the entire process.
Like accounting software, businesses will be presented with a number of different service providers, large and small. Depending on your situation around health benefits, retirement benefits, and time benefits, selecting the appropriate service provider will make each of these areas significantly easier to manage.
OUTSOURCED ADMINISTRATIVE SERVICES
Effective financial resource management is critical for sustainable growth. Our investment management services are designed to optimize your financial resources, mitigate risks, and maximize returns. Partner with us to ensure efficient allocation of resources and robust financial performance.