Services we provide

From year-round bookkeeping services, to staff accountant or higher-level CFO care, we can provide you with the level of services to match your current needs and growth vision. Starting from the menu below, we'll customize a package that is best for you and your budget.

FOUNDATIONAL Level

Bookkeeping & Accounting

The goal of our affordable, bookkeeping packages is to make your finances worry-free. This allows your team to focus on revenue generation and the core function of your business! 

Preparation services:

  • Setup - for new businesses

  • Clean up or conversion - for existing businesses that may need a little TLC

Daily, weekly, monthly, and annual services:

  • Accounts Receivable

  • Accounts Payable

  • Reconciliations

  • Fixed Asset and Inventory tracking

  • Payroll Services

  • Monthly and Annual Financial Reporting

  • Sales Tax and Year-End Tax Preparation

PLATINUM Level

Managerial Accounting

At the Platinum Level, we share the story behind the numbers to assess and monitor the company’s overall financial health, and provide guidance to shape the company’s financial structure and strategy. This includes:

  • Analyzing financial statements

  • Assessing and providing input on internal controls and processes as they relate to the company’s financial strategy

  • Predict the impact of potential decisions on cash flow and the bottom line

  • Identify and assess potential opportunities and risk

  • Providing advisory services for creating and planning performance management systems, detailed financial models, forecasts, plans, budgets and corporate strategies for the overall financial health of the company and greatest possible profitability.

Together, we will identify the challenges and the strategies that you need to achieve the greatest level of success and profitability.