We offer monthly recurring bookkeeping packages that are customized to fit your needs. 

• Recording daily transactions

• Reconciling bank and credit card accounts

• Preparation of financial reports

• Communication with your CPA

• Payroll processing, including payroll tax filing

• Sales Tax and government reporting, including optional filing of 1099s in January each year

• Accounts Receivable (Invoicing & Time Billing Support)

• Accounts Payable (Bill Payment Support)

• Purchase Order Management, including inbox management

• Job Costing

• E-Commerce Support

We offer a variety of Financial Planning and Analysis (FP&A) programs to proactively address common issues and questions from our clients.

• Weekly Accountability Meetings

• Quarterly Financial Review Meetings

• Monthly Financial Review Meetings

• Monthly Transfer Recommendations for Savings

• CFO Program

• CFO for a Day Program

If your bookkeeping is not up to date, we can provide retroactive bookkeeping services to ensure that your business finances are accurate and compliant. 

• Transaction Catch-Up

• Reconciliation Catch-Up

• Sales Tax Review and Audit

• Comparison of project management system data to QBO data

• Accounts Receivable / Payable Review and Audit

In Q4 2024, we will begin offering procurement services. We will act as an agent on your behalf to offer full-service Furniture, Fixtures, and Equipment (FF&E) procurement management.

Billing Support

• Purchasing Support

• Status & Tracking Support

• Warehousing Support

If you are interested in learning more about procurement services, please complete this form so that we can follow up with more information when we launch the program.