More than "just" bookkeeping
We can do monthly bookkeeping for your company, but more than that, we can help you and your staff take control so your business is in your hands. Need to figure out how to book a loan, set up your new entity, or get an integration working properly? We're here to help with questions big or small.
We can do monthly bookkeeping for your company, but more than that, we can help you and your staff take control so your business is in your hands. Need to figure out how to book a loan, set up your new entity, or get an integration working properly? We're here to help with questions big or small.
Services We Offer &
Products We Work With
Bookkeeping
We've worked with all kinds of businesses. Once we get to know yours, we can do the busy work of entering transactions. With us keeping you up to date on a regular schedule, you can be confident that the reports you need to make business decisions are based on current data.
Bring us in once a month to reconcile your accounts and go over your financial statements with you. Our top priority is keeping you in the driver's seat; we'll ensure your statements are clear and you're getting the information you need, when you need it.
Call us before you go for tax prep! We'll conduct a complete review of all your balance sheet accounts, troubleshoot anything that needs fixing, complete the year's reconciliations, and make sure your books balance to last year's tax return.
Business Consulting
- Determine what type of legal entity is best for your business
- Design and set up your accounting system
- Document procedures
- Assist with regulatory requirements and reporting needs
- Review and analyze current systems
- Recommend changes and automation to streamline operations and reporting
- Integrate multiple systems
- Get you the reports you need
- Effect orderly liquidation of assets
- Complete dissolution of liabilities
- Prepare final financial statements and regulatory reports and filings
- Systematize preservation of records
Smartsheet®
New to Smartsheet? We'll work with you to determine what you need out of SmartSheet and custom-build sheets, workspaces, dashboards, and reports for your team.
If you're already using Smartsheet, we will help you get the most out of it! We can look for opportunities to automate workflows, eliminate duplicate data entry, integrate with other systems, and more. Working alongside you and your team, we'll implement any changes you decide to make with support and training along the way.
Solutions include:
- Using prior PM processes as a template or building from scratch
- Setting up automated workflows and approval systems
- Creating management dashboards so you can easily see the work your team is getting done
- Providing recommendations tailored to your industry, business, and team
- Writing workflows and creating sheets as needed
- Setting up integrations and ensuring they work properly
QuickBooks®
We'll work with you to evaluate what version of QuickBooks will make your life easiest, install and customize the software, get your current data into the new system, and train you and your team on how to use it.
If your books need a clean-up, or you're not getting the information you need, we're here to help. We'll conduct a comprehensive review, and then work together to streamline your systems and get you clear, useful reports.
No question is too small. Our goal is to get you feeling confident, able to navigate your software and get the answers you need. We can do anything from a one-time Q&A to regular, ongoing support - or just give us a call when you need an expert opinion.
Intuit, QuickBooks, and QuickBooks ProAdvisor are registered trademarks of Intuit Inc. Used with permission under the QuickBooks ProAdvisor Agreement.
Zoho®
Zoho offers a suite of apps that work together seamlessly; in their own words "one integrated system to transform your business' disparate activities into a more connected and agile organization." We offer training and support to get you using Zoho apps like a pro.
Which apps do you need, and how will they work together? Whether you are using Zoho Sites, Sign, or CRM,
we will figure out what will work best for you, install it, and
train you and your team.
No question is too small. Our goal is to get you feeling confident, able to navigate your software and get the answers you need. We can do anything from a one-time Q&A to regular, ongoing support - or just give us a call when you need an expert opinion.