Our Services

  • Our bookkeeping and accounting solutions help businesses manage their financial data with accuracy and efficiency.

    Daily, Weekly, and Monthly Bookkeeping

    We provide comprehensive bookkeeping services for small businesses, startups, and enterprises, ensuring timely cash application, expense tracking, and account coding for accurate financial management.

    Accounts Payable Services

    • Vendor Management – Optimize vendor payments and maintain smooth business operations.

    • Invoice Processing – Ensure timely and error-free invoice approvals and payments.

    Accounts Receivable Services

    • Customer Invoicing & Collections – Manage customer billing, track payments, and improve cash flow.

    • Payment Processing – Handle electronic payments, ACH, and check processing.

    Month-End Close & Financial Reporting

    We provide month-end close services, including:

    • Journal entries & reconciliations

    • Profit & loss statements

    • Balance sheet preparation

    • Financial statement reviews

    QuickBooks Online Services

    Our experts assist with:

    • New company setup & chart of accounts creation

    • QuickBooks cleanup & optimization

    • Monthly management reporting

    Sales & Use Tax Compliance

    We help businesses stay compliant with state and local sales tax regulations by:

    • Registering for sales tax permits

    • Preparing and filing sales & use tax returns

    Fractional Controller & CFO Services

    Ad Hoc Accounting Projects

  • We provide HR and payroll management solutions to help businesses streamline employee-related processes.

    Payroll Processing & Administration

    We ensure accurate and compliant payroll processing on a weekly, biweekly, or monthly basis, including:

    • Tax calculations & payroll deductions

    • Direct deposit processing

    • Payroll tax filings & W-2 preparation

    HR Compliance & Audits

    We help businesses stay compliant with federal and state labor laws, including:

    • FMLA, ADA, EEOC, and workplace regulations

    • HR documentation & policy reviews

    • Employee classification & payroll audits

    Employee Relations & Performance Management

    • Conflict resolution & HR guidance

    • Performance reviews & disciplinary procedures

  • Our IT consulting and business technology solutions help companies implement secure, scalable, and efficient technology systems.

    IT Infrastructure & Cloud Solutions

    We support IT infrastructure setup and cloud-based software integration to improve business efficiency, including:

    • Cloud computing & ERP implementation

    • Microsoft 365, Google Workspace, & CRM integration

    Cybersecurity & Data Protection

    We help businesses strengthen cybersecurity through:

    • Cyber risk assessments

    • Data encryption & backup solutions

    • Security audits & regulatory compliance

    Help Desk & Technical Support

    Our team provides IT troubleshooting and tech support for:

    • Hardware & software issues

    • Network configuration & optimization

    • Cybersecurity training for employees

  • We help businesses stay on top of compliance regulations and risk management best practices.

    Business Registration & Licensing Support

    We assist businesses with understanding the steps for:

    • LLC, S-Corp, and C-Corp registration

    • Business licensing & EIN applications

    Compliance & Regulatory Support

    We help businesses navigate industry-specific compliance requirements such as:

    • OSHA workplace safety

    • GDPR & data protection policies

    • HIPAA compliance for healthcare businesses

    Annual Filings & Reporting

    We provide administrative support to ensure businesses meet state and federal reporting requirements, including:

    • Annual reports & corporate filings

    • Tax documentation tracking

    Internal Controls & Risk Mitigation

    We help businesses implement best practices for:

    • Operational efficiency & fraud prevention

    • Financial risk management

  • Our business strategy consulting services help companies define their vision, improve operations, and drive sustainable growth through clear, data-informed planning.

    Strategic Planning & Goal Setting

    We work with leadership teams to set clear business goals, align resources, and develop actionable strategies to support long-term success.

    Operational & Financial Strategy

    We help businesses improve efficiency and profitability through:

    • Cash flow management

    • Revenue modeling & forecasting

    • Process improvement & cost reduction

    Market Positioning & Competitive Analysis

    We support businesses in identifying their competitive edge and defining market strategy with:

    • SWOT analysis

    • Industry and competitor research

    • Go-to-market strategy development

    Organizational Structure & Change Management

    We guide companies through growth and transformation by assisting with:

    • Team structure and role alignment

    • Leadership development

    • Change management planning