The basic level includes bank reconciliations, invoicing and accounts receivable, accounts payable and basic cash-basis financial reports. This stage is designed for start-ups and small businesses with no employees and not many transactions each month.
The next level includes Basic Bookkeeping but adds payroll, inventory, fixed assets and accrual-basis accounting. This stage is designed for small businesses who are growing and don’t have resources to keep up with the accounting.
Total outsourced accounting office with a team of professionals handling all the transactions and procedures. This stage is perfect for more complex small to medium sized businesses that need day-to-day support at a reasonable cost. We can work completely outside your organization, or we can work with your CFO / Controller if you have one.
Full tax planning and preparation, including accurate tax compliance for all tax filings. returns. We also prepare year-end business documents, such asForms K-1, employee W-2 sand 1099-Misc for contractors. We can also represent your interests regarding notices, information requests or audits from the Internal Revenue Service (IRS) or state tax authorities.
Virtual CFO / Controller
Already have a bookkeeper, but need someone with a higher level of technical skills and capabilities? A Virtual CFO of Controller can oversee the accounting function, and assist with budgeting, forecasting, financial planning and analysis, internal controls, financial reporting and other similar areas.
Interim / Fractional CFO
We can provide a seasoned CFO for an interim period, or on a flexible part-time basis – a day or two a week, once a month, or as often as needed. Fractional CFOs are tactical executive level business partners that can assist with strategic planning and growth challenges, as well as oversee all finance needs of the business.
When businesses grow, special projects arise. It might be obtaining the next level of financing, evaluating an acquisition (due diligence, project management, integration), designing processes and procedures, documenting internal controls, preparing the budget or pulling together a five-year forecast. Whatever the project, we’ve got this!