Maintain smooth financial activity with:

Transaction Processing: Record and categorize income and expenses.

Account Reconciliation: Verify your books are correct by comparing them with bank, credit card, loan, and payroll statements.

Special Journal Entries: Keep records of depreciation, loan interest & owner draws, and contributions.

Basic Financial Reporting: Receive monthly P&L, and balance sheet statements

Make sure you get paid on time:

Invoice Generation & Tracking: Create and send invoices to your customers and track incoming payments.

AR Aging Analysis: Track overdue invoices to keep cash flow running smoothly.

Stay on top of incoming invoices with:

Invoice Processing: Bills are entered into an AP system

Bill Payment Management: Maintain accurate vendor records and send timely payments using an approval system you control.

AP Aging Analysis: Anticipate upcoming bills and manage cash flow for seamless payouts.

Be proactive about the future of your business with:

Budget Creation & Tracking: Design a realistic budget that's aligned with your business goals.

Financial Modeling: Forecast future revenue, expenses, and cash flow.

Variance Analysis: Compare actual income and expenses to budget to keep you on track.

Make smart decisions for the future with:

Customized Reports: Tailor financial reports to meet the specific needs of your business and stakeholders.

Key Performance Indicators: Create and track performance with metrics specific to your business.

Accurately pay your employees and payroll taxes:

Payroll Processing: Pay your employees by direct deposit

Tax Filing and Payments: Calculate, withhold, and remit payroll taxes on your behalf.

Annual Tax Form Prep: Prepare and file W-2s and 1099s