Bookkeeping and Accounting Services

Our position on bookkeeping isn’t just entering transactions for accuracy, but also recording your data in a meaningful way that serves your reporting needs.

This might include customizing the data entry process that will produce a more meaningful report than what you’ve had in the past. For example, did you know the memo line of your check shows up on several reports in QuickBooks? What if instead of the traditional way of recording something on that memo line we used it to help you with your reporting needs?

Bookkeeping is more than just data entry. It can be customized to fit the reporting needs of your business when you leverage the software’s “unique characteristics”.

Accounting Services

Accounting Services are a supervisory role of the Bookkeeper and include reconciling accounts at the end of the month, as well as accounting for inventory, job costing, and other management and financial accounting tasks that generally assist the CFO in presenting financial reports to the CEO.

If you already have a bookkeeper or accounting services can be used in tandem to help you with your accounting needs.

CFO Services

Our fractional CFO Services include advising on Cash Flow Management, Budgeting, Forecasting, Business Planning, and much more.