Services

  • Day-to-day transactions

  • Bank and credit card reconciliations

  • Time billing and invoicing

  • Software account setup

  • Customized Chart of Accounts

  • Sales categories review

  • Accounts payable

  • Accounts receivable

  • Collections

  • Sales tax filings

  • Payroll

  • Financial Reporting

  • Preparing financial documents for CPA

  • 1099’s

  • Inventory

  • Books cleanup and organization

  • Year-end review and closing

BOOKKEEPING AND ACCOUNTING

  • Purchasing

  • Procurement

  • Item creation

  • Quotes

  • Proposals

  • Purchase orders

  • Communicating with vendors

  • Processing vendor payments

  • Expediting

  • Tracking

  • Installations

PROJECT MANAGEMENT

  • Best practices

  • Financial software consulting

  • Professional organizing

CONSULTING