OUR SERVICES
Business Consulting & Operations
- New business setup and administrative organization
- Accounting system design and implementation
- Internal process and workflow development
- Financial controls and cash-flow management
- Budgeting and forecasting
- Pricing and profitability analysis
- Business performance analysis
- Management reporting
- Administrative systems and procedures
- Operational problem-solving and process improvement
Strategic Planning & Analysis
- Financial performance analysis
- Budget development and monitoring
- Cash-flow planning and forecasting
- Revenue and expense trend analysis
- Pricing and profitability analysis
- Job and project cost analysis
- Financial projections and scenario planning
- Key performance indicator (KPI) development
- Management reporting and financial insights
- Strategic financial planning and decision support
Accounting & Bookkeeping
- QuickBooks setup, cleanup, and optimization
- Bank and credit card reconciliations
- General ledger maintenance
- Journal entries and account corrections
- Financial statement preparation
- Catch-up and historical bookkeeping
- Job and project cost tracking
- Financial reporting and business performance reviews
HR Administration
- Employee onboarding and offboarding
- New-hire documentation
- I-9 and W-4 administration
- Timekeeping and payroll system support
- Personnel record organization
- Employee handbook development
- HR policies and procedures
- Payroll administration and support
- HR compliance documentation and tracking
Tax & Compliance Services
- Business tax return preparation
- Estimated tax planning and payment assistance
- Year-end bookkeeping and tax-ready financials
- 1099 preparation and filing
- W-9 and contractor documentation review
- EIN and entity documentation assistance
- Business registration support
- Tax document organization
- Compliance deadline tracking
- Coordination with CPAs, attorneys, and other professionals
Accounts Receivable & Collections
:
- Customer invoicing and account management
- Payment tracking and application
- Accounts receivable aging reports
- Past-due account follow-up
- Customer account reconciliation
- Payment-plan administration and tracking
- Lien and filing deadline tracking
- Collection documentation and recordkeeping
- Accounts receivable cleanup and organization
Accounts Payable & Vendor Management
- Bill entry and tracking
- Vendor payment scheduling
- Vendor account reconciliation
- W-9 collection and maintenance
- Contractor payment tracking
- Expense coding and categorization
- Purchase and receipt documentation
- Vendor record organization
- Accounts payable cleanup and reconciliation
- Year-end vendor and contractor record preparation