Our Accounting Services division serves small to medium size businesses operating in a wide array of industries. We leverage technology and cloud-based software in order for our clients to have live access to their books; anytime, anywhere. In addition, we provide our clients with responsive client support, so that their books are accurate and reliable. We provide Accounting Services via the following structure:
1) Setup and Onboarding: We establish a cloud-based accounting system for your current (or new) entity(ies); set up a chart of accounts that is compatible with both your industry and entity tax status; structure automation between the system and your bank accounts, credit card accounts, and other items subject to virtual integration; develop a set of memorized transactions to achieve substantial efficiency while operating the system moving forward; provide training to you/your internal staff on how to operate the system from a financial statement generation standpoint; and extend technical support for any questions or assistance you/your staff may have.
2) Full-Service: Once the Setup and Onboarding is completed, our team handles the day to day operations, monthly reconciliations, and monthly generation of accurate and reliable financial statements. You will still have access to your books and will have the ability to generate financial reports; anytime, anywhere. Two CPAs are assigned to each account to ensure timely delivery of financial statements, as well as proper account support and maintenance.