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. 
Let's Talk

 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

PAYROLL

Full Service Payroll - you provide report on hours and wages and we process the payroll using direct deposit and make sure payroll taxes are taken care of.

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