Three Levels of Our Outsourced Accounting Services:

Transactional Level:

• Cloud Bookkeeping – Maintain the accounting system and record all transactions in our cloud-based solutions.
• Accounts Receivable – Invoicing, posting deposits and tracking receivables.
• Accounts Payable – Ensure payments are accurate and timely by customizing an approval process and paying bills electronically.
• Expense Reimbursements – Automate the expense reporting process by utilizing your smart phone.
• Payroll Services – Process payroll, make deposits and file tax returns.

Controller Level:

• Month End Close – Maintain your general ledger and reconcile bank and credit card accounts.
• Financial Reports – Customizable reports to show you the information you want and need to see.
• Audit Preparation & Support – Provide the financial information and schedules required for the annual audit.
• Monthly Meetings – Review the monthly financials with you tor provide insights and help understand the numbers.
• Develop Policies & Procedures – Streamline the accounting function by ensuring it is efficient and effective

CFO Level:

• Forecasting & Budgeting
• Cash Management – Help to manage and understand your cash flow.
• Strategic Planning
• Dashboards, KPI’s and Benchmarking – Gain insights on your organization’s performance by comparing current performance to previous periods and the industry averages.
• Bank Monitoring – Assist with your banking relationship and tracking your loans and covenants.
• Other Advisory Services