Services

• Classification of transactions in your software of choice (QuickBooks Online or Xero). 

• Monthly Account Reconciliation (Bank accounts, Credit Card, Merchant Accounts)
• Cash Basis financials at Month-End
• Month-End Reports (Profit & Loss, Balance Sheet, Cash Flow Statement)

We will assist you with your payroll needs to ensure that your employees are taken care of with professionalism.  Utilizing the power of Surepayroll (PayChex) our payroll services cover all your needs.

• Payables:  Upon Request/Contracted Service
• Receivables:  Utilizing your chosen software, your clients can be invoiced, pay their invoices, and have payments processed promptly to your bank account.

Once the year has ended, we prepare the Big 3 Reports for your year-end review:  Profit & Loss, Balance Sheet, and Statement of Cash Flows.  

Utilizing these reports, we meet with you to review your year in the rear-view mirror and to assist you with looking ahead to the next year.

With over 36 years of financial industry experience, we can meet with you to strategize your business, plan for the future, work through the issues that have held you down, and move forward knowing you are laying the groundwork for future success.