Services

​Count on us to count for you

It's time to give us a Call!
​
​Some of the services we specialize in: 

 Bank Reconciliations
Financial Statements
General Ledger Maintenance and Catchup
Accounts Payable (AP)
Accounts Receivable (AR)
​​HR Services

Reporting
Financial Reviews
CPA Meetings
1099-MISC Processing
Back Office Support
Controller in Your Pocket Package

Let's Discuss our Services

Bank Reconciliations:

Do you need summaries of withdrawals, deposits, and other banking activities for a specific period? We've got you covered!​
      
Benefits:

• Being in the know on where your company's cash stands
• Ensures cash collections and payments have been processed and reflected in financials
• Identifies any corrections or adjustments that should be entered

​Financial Statements: 

Do you want to see your company's success in a Balance Sheet or an Income Statement? 

Benefits:

• Get a clear view of the revenues your company generated
• Know where you can reduce unnecessary costs
• View Year-to-Date and Month-over-Month comparisons

• Stay in the loop of the company's debts and assets

General Ledger Maintenance and Catchup:

Are you a little behind on the books? It happens! We can help with that. 

Benefits:

• ​A clean general ledger allows you to obtain good financial statements and reports 
• Staying square with Uncle Sam

Accounts Payable (AP):

Are you getting too busy to pay your company expenses? Let us handle your AP from end-to-end.

Benefits:

• Managing expenses is critical to a healthy business
• Forget about the hassle of due dates and tracking your payments
• Learn where most of your expenses are
• The ability to determine where costs can be reduced

Accounts Receivable (AR):

Are you behind on invoicing your customers? We can handle your AR from end-to-end.

Benefits:

• Managing cash inflows is critical to a healthy cash flow
• You no longer have to worry about getting invoices out, cash receipts, or calling to collect on monies due
• See the monies due to your company at the end of each month

Reporting:

Are you interested in seeing reports specific to your company on a monthly basis? 

Benefits:

• Know the norm of your company
• Drill down in any problem areas
• The ability to base business decisions on monthly data

Financial Reviews:

Do you want to learn more about the financial statements and reports that are generated for your company on a monthly basis? 

Benefits:

• Gain an understanding of financial statements and reports produced for your company
• Gain the ability to make business decisions based on the information produced for your company
• Identify strengths, weaknesses and recommendations

CPA Meetings:

Do you find meetings with your CPA every year stressful? We don't! We would love the opportunity to partner with your CPA around your books every year. Don't have a CPA? Let us know! We can recommend a few that we work with.

Benefits:

• Your CPA will feel informed and kept in the loop and will reduce the back and forth with them
• Reduce the time your CPA spends on your taxes every year and see that reflected in their fees
• Feel good about having someone speak on your financials, as needed

1099-MISC Processing:

Have you been reporting the non-employment monies paid to vendors? Let us track and submit to the IRS!

​Benefits:

• Reduce your worry with tracking and reporting to the IRS
• Never chase vendors for their current W-9 again

Back Office Support:

Do you need help with something that you do not see listed? Contact us! It is likely we can help!     

Benefits:

• As an owner you do not always have the time to do everything that needs to be done. Talk with us and see if we are a good fit to help you out

Controller in Your Pocket:

Have you read about multiple services you are interested in? Don't hesitate, get our all-inclusive package. Let us do it all!



        

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