Services

Our team will track expenditures by vendor and will remit 1099 data to both the vendor and the IRS, as required.

Our team will take great care in maintaining your financials. Monthly services include bank and credit card reconciliation, income and expense data entry, bill payment and more.

Our team is experienced with financial audits. We are happy to assist your business and your CPA to conduct a complete and thorough audit.

Our team has extensive experience budgeting. We look forward to understanding your business so we can assist you with budgeting current year operations and forecasting throughout the year. Understanding how business decisions impact your profitability is paramount.

It is our priority to develop financial reports and review them with you in a digestible way. Understanding your financial performance is key to optimizing your income.

Our team is prepared to review your current financial position, software and banking services and discuss ways we can reduce costs and time and increase your revenue.

Banks not reconciled in a while? All expenses or income recorded to one account? Fret no more! Our team are experts at researching all transactions and bringing calm to the chaos.