S E R V I C E S
Financial Data Management and More
We can help.
We are focused on supporting professional service providers. We also know that there is much more to growing your business than just keeping the books clean. No matter if it's back office support, payroll, controller services or more we can help.
BOOKKEEPING
Stress free compliance requirements
Dedicated account manager
Cloud accounting system
Paperless receipts process
Securely store files
Transactions entered accurately
Support documentation attached
Accounts reconciled
Fix assets recorded
Review meetings on Zoom
1099 Forms
Sales tax
Personal property taxes
CPA Coordination
Annual client check in
FULL SERVICE OFFICE SUPPORT
Essential bookkeeping is covered, plus handling your transactions
Create invoices
Process income
Talk to customers
Enter bills
Handle payments
Work with vendors
Coordinate with bankers
Merchant services support
Fill out applications
Prepare lender reports
Maintain Chart of Accounts
Update databases
Customized workflows
CFO/ADVISORY
Focused on performance and profits.
Budgeting
Cash management
Cost control
Optimize prices
Project tracking
Key performance indicators
Maximize tax deductions
PROPERTY MANAGEMENT
Bookkeeping is half the battle, let us also help with the other half.
Property Marketing
Residential Tenant Screening
Property Maintenance
Inspections
Rent Collection
Financial Reporting
