We can maintain your accounting transactions, post journal entries, and reconcile bank statements on a regular and timely basis
We can train current or new office staff on accounting software and best accounting practices
All companies need a second person to review reconciliations and cash and credit card transactions to monitor for unintentional errors as well as intentional irregularities. Small businesses are in a difficult situation of not having enough staff to segregate duties well. We can step in and help monitor the bookkeeping activity.
Everyone gets behind. We can help you and your staff catch up with your accounting tasks.
Well organized accounting systems and procedures can produce better information in a more efficient manner. We can review your processes to recommend improvements to save time and give you better information.
Do you know what your trial balance accounts include? Do the numbers make sense with what you expect? We can do a one-time reconciliation or ongoing reconciliations to keep your trial balance numbers in line.
If customers can’t find it, it doesn’t exist. Clearly list and describe the services you offer. Also, be sure to showcase a premium service.
If you have staff that have left and replacements haven't been hired or staff that are on vacation or on extended leave, your accounting needs do not stop. We can step in and keep things moving forward
Setting up a new accounting software can be intimidating. There are many decisions that need to be made during the installation to help ensure that it is flexible enough to grow with you. We have experience installing new systems and converting from one system to another.
Management in every business needs customized information that is important to them. Reports prepared by CPA firms for external users are by necessity governed by standards. However, reports for internal management can be customized to individual needs. We can design reports from your accounting data to give you information in a language you understand to help you make the best decisions
Understanding cash flow is essential for survival of a company but it can be difficult to really understand where the money is coming from, going to and the timing. We can help you understand the timing of your cash receipts and payments and forecast what your needs will be going forward. With this information you can make business decisions regarding owner payments or financing needs.
This is not a CPA firm so we do not prepare attestation reports (audits, reviews or compilations). Our focus is providing management with information that best helps them grow their company.
We also do not prepare tax returns or give tax advice. This is a specialized area of accounting and is best served by professionals who dedicate their time to keeping up with the ever changing tax laws.
If you need tax services or attestation services, we can provide you with names of firms we have worked with.