A full accounting department for a fraction of the cost 

As a premium client, you will be paired with a senior point of contact who will be intimately familiar with your business. In addition to our standard accounting services, we’ll also handle your invoicing and bill pay. We’ll also prepare your sales and property tax filings, and liaise with your tax experts at year end.

Most importantly, we’ll develop forward-looking budgets with cash flow models that help you visualize how the future looks. These proforma reports and your standard accounting reports will be packaged together with our recommendations, giving you a clear picture of your financial health. These reports will be the foundation of the quarterly business reviews we hold with you, where one of our highly experienced CFO’s will spend time understanding your future plans, strategic initiatives, and provide powerful financial counseling.

In addition to the Bookkeeping Services, we include

  • Dedicated expert accountant team leader as your point of contact
  • Invoicing & accounts receivable management
  • Bill paying & accounts payable management
  • Budgeting & cash flow management
  • Monthly financial statements
  • Sales & property tax filings
  • Quarterly reviews with CFO
  • Tax workpaper preparation and coordination with tax accountant