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SERVICE SUITE
Fortifying financial foundations through people, process, & profit.
Every business has its own distinct needs and deserves personalized attention. Whether your requirements are project-based or ongoing, or span one aspect of the accounting cycle or several, we’ll work together to craft a solution uniquely suited to you.
People
CFO/Controller Consulting
Financial oversight & strategy
Organizational Chart
Team structure & role clarity
Payroll
Wage processing & tax compliance
Incentive Compensation
Commissions and rewards management
Education & Training
Financial system and process training
Excel Literacy
Master spreadsheets for tracking & analysis
1099
Tax forms for contractors
Process
Reporting & Analytics
Financial reports & insights
Internal Controls
Safeguards for accuracy & fraud prevention
Standard Operating Procedures
Documenting financial workflows
QBO Setup
Configuring QuickBooks Online
Business Process Improvement
Optimizing financial workflows
Profit
Bookkeeping
Recording financial transactions
Accounts Receivable
Managing customer payments
Accounts Payable
Managing vendor payments
Invoicing
Billing and automation
KPIs & Scorecards
Tracking financial performance
Quarterly Tax Filing
Tax prep & submission
Personal Accounting
Individual finances and taxes
Tax Preparation
Organizing and documenting throughout the year
Internal Audit & Review
Evaluating internal financial foundation
External Audit Readiness
Preparing for audits
Fund Accounting
Nonprofit campaign and donation management
Clean-Up/Catch-Up
Organizing past financial records
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