Our Services

Advisory, Training and Coaching


We love to work with our Clients from the top down, setting goals, establishing cashflow and budget management features right up front. We provide coaching if these are not processes that are familiar to you, and we can design new workflow processes and train you and your staff on the how and why they are important. Services available include:

* Financial Statement Review
* Cashflow Management
* Budget Preparation
* KPI Review
* Reviews & Recommendations
* Profitability Drivers

Payroll & Human Resources


One of the most critical, time-sensitive tasks of a business is to pay the employees accurately and on-time. Besides that, there is a need to provide Employee programs and resources through carefully planned and documented policies.

* Payroll Processing
* Payroll Related Filings (Federal & State)
* GL Integration
* Human Resources (Health & Life Plans, HSA/FSA)
* Policies & Procedures (PTO, Health Plans, Performance Reviews, Termination Policy)

Bookkeeping Excellence


We start by putting each Client on a repeating schedule for updating their financial records so data stays current. Next we follow the highest standards for recording transactions according to the acceptable methods. We are meticulous with accuracy and timeliness. We are also very skilled at building relationships with your Clients and Vendors.

* Recording Bank & Credit Card Transactions
* Vendor Management, Bill Pay and 1099 Prep
* Customer Management, Invoicing and AR Collections
* Filing Sales Taxes
* Fixed Asset Management and Depreciation
* Inventory Management/eCommerce Databases

Tax Preparation


We can help prepare your books for tax season, shortening the time and effort needed to prepare Income Tax forms and reducing CPA or Enrolled Agent fees.

* Review Expenses for consistency
* Verify all accounts are reconciled
* Prepare YE adjustments
* Group Accounts for Tax Reporting
* Verify document retention & storage

Transformation Starts Here!