Our Services

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We are your off-site accounting department. We roll up our sleeves and do what it takes to create the processes that will work for you to be more efficient and spend less time on manual data entry.


  • Evaluate your current systems and advise on changes to be made.
  • Automate manual data entry, creating paperless record keeping.
  • Setup QuickBooks and create a customized accounting system.
  • File online and maintain/process all relevant financial information needed to manage your business efficiently.
  • Process customer invoices, collect receivables
  • Enter and pay bills.
  • File sales tax reports in a timely manner.
  • Reconcile your accounts monthly.
  • Prepare monthly management reports, such as:
    • Financial statement comparisons
    • Forecasting
    • Budgeting
    • Cash flow forecast
  • Administer payroll on a weekly or bi-weekly basis and issue direct deposit.
  • Manage your payroll deductions, prepare timely federal tax deposits and file the required quarterly tax reports.

Monthly Reconciliation

  • We record your transactions and reconcile all of your accounts to ensure all transactions have been recorded. We make sure all balance sheet accounts such as bank accounts, credit card accounts, loan accounts AR and AP show the correct balance so you can be sure your financials are correct.
  • We will prepare monthly reports to identify concerns in your business and to help business owners make better business decisions.

Payroll

  • We run your payroll, manage your payroll deductions, prepare timely tax deposits as required.
  • We file your quarterly reports and process your W2’s at the end of the year.

Accounts Payable Management

  • Document management in bill.com
  • Timely bill pay by check or electronically.

Accounts Receivable Management

  • We create your customer invoice and deliver them electronically to your customers
  • Receive payments electronically to get paid fast and improve cash flow
  • We send our past due statement and follow up with customers that do not pay their bills on time

Additional Services

  • QuickBooks Cleanup
  • Quarterly Review
  • Annual 1099 Filings
  • Delivering clean and accurate files to your accountant
  • Sales Tax Filings

Process Solutions

We facilitate the set-up of the processes to help you drive your business. Accurate organization will eliminate duplicate work, avoid high finance charges and damaged relationships with customers and suppliers, improve your cash flow and most of all free up your time to focus on your core business. Application Integration to eliminate manual data entry.

We are your off-site accounting department. We are on your team to help you succeed.

  • Accounting
  • Audits
  • Book cleanup
  • Bookkeeping
  • Financial reporting
  • Payroll
  • QuickBooks consulting
  • QuickBooks payroll
  • QuickBooks setup
  • QuickBooks training