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SERVICES

Our goal is to provide meaningful assistance and support so that your key team members are able to focus on the highest priority goals in your business.  As business owners and operators ourselves, we recognize the value of being able to manage and lead your organization without distraction and resource diversion.  With relevant experience in multiple industries and a clear understanding of the ever-growing spectrum of day-to-day business necessities, we can provide a full suite of valuable services, ranging from bookkeeping and financial analysis all the way to CFO and executive-level collaborative support.

Bookkeeping

  • Transactional Entry

  • Account Reconciliation

  • Payables Management

  • Invoicing

  • Document Retention and Archival (electronic or paper)

  • Quickbooks file setup and maintenance

Financial Support

  • In-Depth Analysis

  • Preparation of Internal Financials

  • Customized Financial Reporting

  • Budgeting/Forecasting

  • Interface with CPA, Lenders, Insurance Companies, etc.

Operational Support

  • Contracts and Lease Negotiation Support

  • Corporate Recordkeeping Review and Maintenance

  • Entity Creation and Filings Assistance

 

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