SERVICES

Our services are tailored to each business' unique needs.  Below is a sampling of the services we offer.

• Vendor Maintenance (W-9)
• Cost Allocation
• Bill Payment (additional per check fee applies if mailed)
• Inventory Reporting
• 1099 Processing (additional per form fee applies)

• Customer Vetting
• Invoicing (additional per invoice fee applies if mailed)
• Cash Receipts
• Collections

• Cost Accounting Support
• Account Reconciliation
• Financial Statement Reporting
• Key Performance Indicator Analysis
• Sales and Use Tax Reporting

• Employee Onboarding/Exiting
• Timesheet Support
• Payroll Processing
• Payroll Tax Reporting
• W2 Processing (additional per form fee applies)

• Accounting Software Conversion, Setup, Training and Support
• QB Desktop to QB Online Conversion
• Forecasting and Budgeting
• Worker's Comp Reporting and Response

• Part-Time CFO for Small Businesses
• Internal Analysis
• Cash Flow Planning
• Forecasting and Budgeting
• Monitor and Review Financials with You in a Way You Understand