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 "within 24-hours" client support, so that their books are accurate and reliable. We provide Accounting Services via three service offerings:
Setup and Training: 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 on a day-to-day basis; and extend technical support for any questions or assistance you/your staff may have.
Full-Service: We perform a Setup and Training (see above), with the exception that with the Full-Service option, our team now handles the day to day operations, weekly 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. With Full-Service, our team also has the capability to perform payroll functions on your behalf, including but not limited to running payroll for your employees, issuing payments to your independent contractors, performing monthly/quarterly/annual federal and state payroll tax deposits, and handling payroll tax compliance filings.
Outside Controller and Outsourced CFO: We can serve as a valuable member of your team via our outsourced controller and CFO services. This service is designed for businesses who already have an accounting system in place, including internal accounting personnel. However, these organizations may be in need of adding an additional layer of support, expertise, consulting, and oversight; and that's where our team can provide significant value. As the Outside Controller or CFO for our clients, we get involved providing technical support to our clients' accounting staff, participating in monthly, quarterly, semi-annual, and annual financial meetings, assisting in negotiations with third parties such as banks, lenders, and related, and addressing any of our clients' operational and strategic affairs in which our expertise is paramount.