We offer services that will help you get your business running smoothly, efficiently and most of all profitably. Our services include:
Strategy, Planning & Analysis
- Assistance in setting business & financial goals and objectives
- Preparation of annual budgets and monthly reviews
- Time & performance management
- Project budgets
- Project profitability analysis
- Operating expense analysis
- Cash flow projections
Software & Accounting Setup
- Advice on choosing the right cloud accounting software for your business (comparison of price, functionality, etc.)
- Getting your business into the cloud!
- Desktop to cloud conversion
- Recommendations on the integrating of business solutions, such as time tracking, payroll, or project management
- Customization of Chart of Accounts, products & services, reports, etc.
- Record keeping systems and/or setting up a paperless office
- Training & support
Bookkeeping & Month-end Accounting and Reporting
- Accounts Receivable & Accounts Payable management and reporting
- Bank & credit card reconciliations
- Monthly journal entries
- Income statement and balance sheet reporting and analysis
- Company specific monthly reporting, such as project cost and billing status
- Collaboration with tax advisors to ensure timely filings of tax returns
If you would like more information or have another project you need help with, contact us today for a free consultation!