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Financial services that suit your needs

Basic Service Packages

From starting a new business to getting your existing business's finances in order we are here to help.

We utilize Quickbooks, Xero, Sage, and custom excel pages depending on your preferences.

Monthly maintenance packages include:

  • General ledger management

  • Invoice processing

  • Bank account and credit card reconciliation

  • Quarterly financial reports

A/R and A/P Services

Accounts Receivables

Put your focus where it matters in your business and let us worry about making sure you get paid.

Services include:

  • Sending monthly statements and email reminders

  • Monthly aging reports

  • Consultation on past due accounts

Accounts Payable

We want to make sure your business runs as efficiently as possible and part of that is making sure that all your bills are paid on time and that you stay in good standing with our vendors.

Services include:

  • Cut checks or set up ACH payments

  • Process and reconcile bills and purchase orders

  • Monthly aging reports

  • Consultation of expenses and future expenses

Consultation Services

Our monthly maintenance package include basic reports but if you want someone to break down those numbers for you we are here to help. We can provide you with a customized report going over the health of your company and future income and expense forecasting, and highlight areas that need improvement. We can also schedule an appointment to go over everything and answer any questions you may have.

Payroll Processing

We offer payroll processing services including 1099 processing

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