We collaborate with you to plan, coordinate, and execute on strategic projects and initiatives.
Monthly Bookkeeping
We handle your day-to-day financial tracking so you always know where your business stands. Our team records all transactions, reconciles bank accounts, categorizes expenses, and generates monthly financial statements. We work with your existing accounting software (QuickBooks, Xero, Wave) or set up a new system tailored to your needs. You’ll receive clear, up-to-date reports each month – no more guessing about cash flow or falling behind on records. Perfect for business owners who want accurate books without the time commitment.
Year-End Bookkeeping
We prepare your complete year-end financial package, saving you stress during tax season. Our service includes final account reconciliation, expense verification, financial statement preparation, and organizing all documents for your accountant. We identify missing receipts, flag potential deductions, and ensure your books are audit-ready. This comprehensive cleanup gives you confidence that your annual filings are accurate and maximizes your tax savings opportunities.
Project Management
We keep your special initiatives on track from start to finish. Our project managers handle timeline creation, task delegation, progress tracking, and stakeholder communications. We establish clear milestones, follow up on deliverables, and provide regular status updates – so you can focus on strategic decisions rather than administrative details. Ideal for product launches, system implementations, or any complex business initiative.
Documentation Preparation
We transform your ideas and data into professional, polished documents. Our team creates business plans, standard operating procedures, client reports, presentations, and other critical materials. We handle research, formatting, editing, and version control – ensuring your documents communicate effectively and make the right impression. Whether you need recurring report generation or one-time document creation, we deliver error-free results.
Accounts Payable/Receivable Management
We streamline your cash flow by professionally managing your billing and payments. For accounts payable, we process vendor invoices, schedule payments, and maintain organized records. For accounts receivable, we generate and send client invoices, track payments, and follow up on overdue accounts. Our systematic approach improves your collections, prevents late fees, and gives you better financial visibility – all while maintaining positive vendor and client relationships.