CUSTOMIZED PACKAGES
We offer customized packages that include
transaction logging, online account access, financial reports, budget discussions, and
periodic conversations to go through your business activities and reports.
Consultation Services
Booked in one hour increments –
for when you need help right now!
* Assistance during Audits
* Budgeting
* QuickBooks Setup & Training
* QuickBooks Troubleshooting
* Financial Organization
* Profitability Audit
Bookkeeping Services
Quarterly, Monthly, or Cleanup –
when you need to stay on top of your books
* Transaction logging and categorizing
* Monthly, Quarterly & Annual Reports
* Payroll services
* Vendor payments
* Budgeting and forecasting
* Invoice generation
Outsourced CFO Services
When you need extra help handling the finances, operations, and growth of your company
* Cash Flow Analysis and Projections
* Financial Systems Strategy & Design
* In depth financial review
* Treasury and cash management
* Identify and optimize KPIs
* Tax return review and liaison