Outsourced CFO / Accounting

After consultation with you, we customize our bookkeeping services so you only engage us for what you specifically need us to do. This means you control the cost, while we provide you with professional and qualified bookkeepers who can solve your immediate bookkeeping problem in an accurate and timely manner.

Our contemporary, digital bookkeeping methods empower business owners by replacing confusion and uncertainty with clarity and control.

WHAT WE CAN DO FOR YOU —

• MONTHLY BOOKKEEPING
Recording, categorizing, and allocating financial transactions including purchases, sales, receipts, and payments. Reconciling bank and credit card accounts. Issue P&L, balance sheet, and other reports.

• ACCOUNTING AUTOMATION
If needed, we help you select an accounting app that fits best for your business. We’ll set up the software and help with integration and training to securely store and organize statements, bills, and receipts, which will not only put you in command of your financials, it will better prepare you in case of an audit.

• PAYABLES / RECEIVABLES
We can automate the recording of your incoming and outgoing invoices, pay your bills or receive payments, reconcile accounts payable and receivable.

• CLEAN-UP / CATCH-UP BOOKKEEPING
We can clean up your books if they have gotten out of control, bring them up-to-date, and keep them current

• ADVISORY SESSIONS
We provide virtual meetings to help you understand your books, answer questions, and discuss ways to improve your workflows and increase your business growth.

• ACCOUNTING FILE DIAGNOSTIC REVIEW
We can review your current books to determine if any cleanup is needed and provide customized solutions based on your business's unique situation.