Services

  • Accounting & Bookkeeping

  • Human Resource Advisement

  • Financial Planning & Analysis

  • Business Systems & Processes

  • Full Charge Bookkeeping

    • Accounts Payable

    • Accounts Receivable

    • Cash Flow Management

  • Account Reconciliation

    • Ensure all accounts from checking to credit cards are reconciled and ready to pass along to your CPA each month

  • Financial Reporting

    • Receive standard reports at the frequency of your choosing

    • Receive customized reports that give you the knowledge to better understand your business

  • Financial Leadership

    • Discussion and education on financial reports

    • Analysis and recommendations

    • Guidance to ensure the right processes and controls are implemented to optimize your business

Accounting & Bookkeeping

  • Employee Compensation Analysis

  • Employee handbook creation or revision

  • Form Templates

    • Annual Review

    • Employee Write-up

  • Writing and/or updating company policies and procedures

  • Job descriptions

  • Employee benefits analysis

Human Resource Advisement

Financial Planning & Analysis

  • Budgeting Services

    • Establish high level or individual department budgets

    • Monthly, quarterly, or yearly budget vs actual analysis

    • Past vs current performance to allow for knowledgable business decisions

  • Business Analysis

    • Understand areas of risk and opportunities for growth

    • Identify what influenced past performance and what might be repeated in the future

  • Strategy Services

    • Identify company goals and plan for one, five, and ten years out

    • Exit strategy guidance

Business Systems & Processes

  • Business Operations and Process Optimization

    • Development of efficient processes

    • Eliminate redundancies

    • Best practice assessments

    • Standardize operations

    • Introduce control points as needed

  • Systems Implementation

    • Quickbooks Online

    • Bill.com

    • DocuSign

    • …and more!

“No business can succeed in any great degree without being properly organized.”

— James Cash Penney