Services
FINANCE AND ACCOUNTING SOLUTIONS
Our team of CFOs, Controllers, Senior Accountants, Bookkeepers and Specialists provide custom solutions for small and mid-sized businesses. Our solutions range from filling in the gaps in your current internal team to providing a complete solution to your accounting and finance needs.
Our services are billed at a monthly flat rate fee with no long-term commitment. Our Fractional CFO’s become part of your executive team and our team members become part of your support team.
Each client has different needs so we build a solution and a team that is right for you. The following is a list of some of the services we provide as we build your custom solution.
- Establish and manage monthly close and reporting process
- Train and support staff
- Participate in executive team meetings or with the owner or CEO
- Create and support the accounting system, staff and procedures
- Prepare budgets and forecasts
- Build tools and resources in Excel and other software platforms
- Assist with automating processes and tasks
- Build and support cash flow plans
- Supervise all accounting functions and roles
- Develop strategic financial and tax plans for the company
- Work with external firms and attorneys
- Manage A/P and A/R
- Provide payroll service or manage relationship with payroll provider
- Pay bills and record customer payments
- Manage relationships with bankers, merchant provider and bankers
- Support fundraising efforts
- Build and support online dashboard platform
- Work with tax accountant to file tax returns and develop strategy
- Assist in mergers, acquisitions and exits
- Provide needed direction and assistance during crisis management
- Help develop strategy and overall direction of the company
- Assist with HR, employment, growth and succession planning
- Develop and maintain internal controls and policies
- Perform variance analysis to expected results
- Develop internal management reporting packages
- Setup Quickbooks files and recreate poorly performing files
- Clean up current file and catch up on historical data
- Provide training for QuickBooks and other accounting software
- Translate company health and performance
- Develop and maintain financial reporting needs
Our Services
Accounting and Financial Services
We are a unique, specialized accounting firm that becomes your finance and accounting team or fills in the gaps of your current internal team.
QUICKBOOKS SERVICES
Whether you are just beginning and need a QuickBooks file established, a file rebuilt or a file cleaned up, we can help you. We work with QuickBooks Online and QuickBooks Desktop files. Here are a few of the QuickBooks services we provide.
We can help you make the transition and be up and running quickly. We utilize importing tools so you do not waste time manually entering your outstanding transactions, customers, vendors, items, sales orders, purchase orders and chart of accounts. Make the transition in days rather than weeks or months.
We can clean up transactions, accounts, reconciliations and balances.
We can help you clean up and organize your accounts in a way that allows you to really understand your company’s performance.
We can help you establish tools to help you import your transactions into QuickBooks. In some cases we can cut down the processing time from hours to minutes saving valuable time for your team.
We can help you create a new file, move over your active customers, vendors, items and chart of accounts. We will also move over your outstanding transactions including accounts receivable, accounts payable, unreconciled items, sales orders, purchase orders and beginning balances.
We can provide one on one training or training for your entire team. We are here to help make your systems and your team members more effective.
CONTROLLER & BOOKKEEPING SERVICES
We offer Controller and bookkeeping services specializing in cleanups or catch-up solutions for small to mid-size businesses as well as organization, historical balance imports, monthly maintenance, training and dynamic 3rd party integrations with your accounting software.
We are progressive experts in all facets of accounting and business management using advanced cutting edge technology. Our unique approach to bookkeeping offers much more than monthly bank reconciliations. We provide you with the reporting and tools to make the right decisions for your business.
Businesses maintain books for two reasons: first, to pay taxes; and second, to understand how the business is doing. We work closely with each client to build an accounting system that provides the information needed to grow your business.
- Payroll
- Pay Vendor Bills
- Collect Accounts Receivable
- Monthly Close Process
- Monthly Reconciliations
- Reporting
We use our proprietary dashboards to provide clarity on the health and performance of our clients' companies. Combining advisory services with visual reporting provides business leaders with the intelligence they need to make the right decisions.
We serve a wide range of industries
While we serve a wide range of industries as a firm, we have teams that specialize in specific industries.
Discovery to Decision
Our No Pressure Onboarding Process
We begin with a one hour consultation to understand your needs and goals.
We then perform a financial review of your system and documents.
We present our findings and, if we are a good fit, provide a proposal.
You decide if the proposal meets your needs and if you want to begin.
Ready to Begin?
Contact us today to get the process started. Worried about cost? We work hard to find a solution that fits each client. We do not have a sales team, which means you will be working with the firm’s leadership and with a client service team to find the right solutions for you. Reach out today and we will get back to you shortly.