Are you unable to get on time and accurate financial reports? Looking for more from your reporting process?
Or perhaps you are tired of making important business decisions without the financial data needed to guide you?
Data entry of monthly transactions
Credit card reconciliations
Entry of depreciation and amortization provided by your CPA
Extraction of accounting data from POS or other systems
Assistance setting up Quickbooks Online
Assistance adding technology tools to help you run your business (bill pay, etc.)
Financial Reporting/Meaningful Information
Assistance customizing the P&L to make it meaningful for your business
P&L statements in both accrual and cash basis
Service Provider relationships
Coordination with your CPA firm to provide information they need for
Sales & Use tax filings
CAT tax filing
Being a division of a CPA firm, we can connect you with
Tax compliance resources
Sales & Use tax experts
Business valuation professionals
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