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Customized Solutions Transforming The Way You Do Business

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Outsourced Accounting

Our team combines deep bookkeeping, accounting, and business expertise with a technology-first approach to reduce administrative headaches, drive process efficiency, and unlock growth potential for our clients.

We assess, design, implement and manage solutions for startups and established growing businesses alike, and have specialists who focus on international business and nonprofits. We will create a customized solution to identify ways to grow revenue, improve your bottom line, and get your business to the next stage of development.

  CFO Services

  • Back-Office Management and Oversight
  • Financial Administration Policies and Procedures
  • Meet with Finance Committee to Review Financials
  • Coordinate with CPA on Tax Planning
  • Establish and Monitor Financial Performance Metrics
  • Cash Flow Management
  • Comprehensive Budgeting & Forecasting
  • Reporting to Investors, Boards, & Shareholders
  • Financial Modeling
  • Develop and Track Your Exit Strategy

  Controller Services

  • Accounting Software Installation & Setup
  • Custom Financial Reports & Statements
  • Processing of Sales Tax
  • Issue W-2s and 1099s
  • Audit Preparations
  • Adjusting Journal Entries
  • Track all Funds by Programs and Functional Expenses categories
  • Fiscal Year Catchup & Cleanup
  • Accounts Receivable Management
  • Manage & Reconcile Payroll

  Bookkeeping Services

  • Setup Estimates, Sales Orders and Invoicing
  • Bank, Credit Card and Petty Cash Reconciliations
  • Issue Invoices
  • Enter Sales Receipts
  • Vendor Setup
  • Enter Purchase or Sales Orders
  • Multi-Currency Transactions
  • Issue Credit Memos/Refunds
  • Accounts Payable & Receivable