General Ledger Advisory Services

Fractional Controller Services

Financial Strategy & Planning

Cash flow forecasting and budget management
Financial modeling and KPI dashboards
Variance analysis and growth planning

Accounting Operations & Oversight

Month-end/year-end close management
Internal controls and process improvement
Chart of accounts and system optimization

Financial Reporting & Analysis

Executive financial reporting and presentations
Profitability analysis by department/product
Strategic insights for business decisions

Compliance & Strategic Support

Audit preparation and tax compliance
Due diligence for financing or acquisitions
Board meeting preparation and financial communications
Payroll Processing
Billing and & AR management
AP management
Creating Financial Reports

Bookkeeping services

QuickBooks Setup & Optimization

Chart of accounts design and customization
System configuration and workflow automation
Clean-up and correction of existing files
Migration from other accounting systems

Day-to-Day Bookkeeping

Transaction recording and categorization
Bank and credit card reconciliation
Accounts payable and accounts receivable management
Vendor management and 1099 preparation

Payroll & Compliance

Payroll processing and tax filings
Employee onboarding and benefits tracking
Payroll compliance and reporting

Financial Reporting & Training

Custom financial reports and dashboards
Monthly, quarterly, and annual financial statements
QuickBooks training for your team
Ongoing support and troubleshooting
Payroll Processing
Billing and & AR management
AP management
Creating Financial Reports