FINANCIAL SERVICES
CLOUD ACCOUNTING
We use online cloud-based accounting tools that help you keep track of your business finances from any internet device.
DOCUMENT MANAGEMENT
Document collection and management software to collect and sync all of your bills, invoices, and receipts. No more lost bills, statements, or receipts.
ACCOUNT SYNC
Retrieval of all transactions and sync your checking, credit card, or other bank accounts.
CORE SERVICES
Recording money coming into the organization;
Recording where money is kept within the organization
Recording how money leaves the organization
Classifying all transactions to the proper account and class
Validating / reconciling that the amounts in the financial reports are accurate
Paying Bills
Paying Employee
PREPARATION OF FINANCIAL STATEMENTS
We will prepare financial statements for you on a quarterly or monthly basis.
CONFERENCE TIME
Depending on your plan, we will spend 30 minutes to 1 hour with you every month to go over your financial statements or discuss your business changes.
NO CONTRACT (30 DAYS NOTIFICATION PRIOR TO CANCELLATION)
We do not use contracts for continued business. We request that you give us 30 days of notification when cancelling our services so that we can properly close your accounts and end your monthly subscriptions.
COMMUNICATION WITH YOUR CPA
We will send your business's records over to your CPA so they can process your tax returns with the up-to-date information.
ADDITIONAL SERVICES
While we offer plans that may fit most business's needs, we're happy to offer additional services that fit for your business.
BOOKKEEPING CLEAN-UP
If you have fallen behind on your bookkeeping, need emergency bookkeeping, or have lost your previous bookkeeper, we can help you get caught up quickly!
SCALABLE
We can scale up or down to meet the changing needs of your business.
CUSTOM FINANCIAL REPORTS
In addition to the 3 typical reports (Balance Sheet, Income Sheet, Statement of Cash Flows), we can also offer reports by vendor, supplier, aging of accounts receivable or payables, general ledger, etc.
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