Services

We deliver professional accounting services to you and your business.

Service Packages

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Basic

Includes:

  • Income & expense categorization
  • Bank account reconciliation
  • Month end review
  • P&L on demand
  • One-on-one monthly meetings
  • Unlimited e-mail communication
Essential

Includes:

  • Weekly income & expense categorization
  • Bank account reconciliation
  • Month end review
  • A/P and A/R management
  • Payroll report reconciliation
  • Basic financial statements
  • Unlimited e-mail communication
  • One-on-one monthly meetings
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Premium

Includes:

  • Weekly income and expense categorization
  • Bank account reconciliation
  • Month end review
  • A/P and A/R management
  • Payroll report reconciliation
  • Basic financial statements
  • Unlimited e-mail communication
  • One-on-one bi-monthly meetings
  • KPIs, cash flow forecast & budgeting

QuickBooks Packages

QuickBooks Set Up

Includes:

  • 30% wholesale discount for the life of the subscription.
  • Customized chart of accounts.
  • Bank feeds, integrations bill payment, e-commerce.
  • Upload any existing activity.
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QuickBooks Clean Up

Includes:

  • A highly specialized service.
  • Quote is dependent upon the extent of the cleanup needed and is determined by a diagnostic review.
  • Minimum 5 hours is payable up front as a retainer.

Additional Services

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Fund Accounting Consulting

We offer fund accounting (PE &VC) Consulting, reporting preparation, reviews, and other operational support.

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General Consulting

We offer ad-hoc accounting and consulting services on an as-needed basis.

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Tax Preparation

We offer personal and business tax prep services, bookkeeping clean-up, estimated tax analysis and tax planning.

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Advisory Services

We offer cash flow forecasting, budgeting, KPI analysis, workflow and process analysis, accounting function set-up and strategic support.

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Services on Retainer

If you aren’t ready to engage us on a monthly basis, or have some ad hoc requests, you can choose to pay us a retainer of 6, 9 or 12 hours at a time. Your money (and corresponding time) never expires -use as much or as little as you need!

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Quarterly Review

Do you prefer to keep your own books but need the comfort of knowing you are doing it correctly? We can review your books for consistency and any accounting inaccuracies throughout the year to make sure there are no surprises!

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