What We Do...
Business Support Services
Entrepreneur Support
Entrepreneur support encompasses a variety of tasks aimed at facilitating the organization and start-up of the business.
- Business Registrations and Filings.
- Assist with data entry, filing, and document management to ensure accuracy and organization of records.
- Assess Risk and Insurance Needs.
- Set Up accounting software and processes.
- Discuss and Develop Business Strategies, Models, Budgets and Planning.
- Procurement Resources and Inventory Set-Up.
Bookkeeping Support
The role of a bookkeeper is critical for maintaining accurate financial records and supporting the financial management of a business.
- Record financial transactions accurately and timely using accounting software (e.g., QuickBooks).
- Maintain general ledger accounts and reconcile bank statements.
- Process accounts payable and accounts receivable transactions, including issuing invoices and processing payments.
- Prepare and distribute invoices to customers and clients.
- Monitor and follow up on overdue accounts receivable.
- QuickBooks Training and Support
General Accounting Support
Accountants are valuable assets to businesses due to their expertise in financial management, compliance, and decision-making support. Their efforts to enhance operational efficiency significantly contribute to the overall success and growth of a business.
- Prepare and process payroll
- 1099 Management
- Full Charge Bookkeeping
- Prepare financial statements
- Month-end and year-end close processes
- Communicate financial information effectively with management, colleagues, and external stakeholders
- File Multi-State and local Sales Taxes
- Collaborate with other departments to gather financial data, provide financial insights, and support cross-functional initiatives
- Ensure compliance with relevant laws, regulations, and company policies
Managerial Accounting Support
Managerial accountants primarily work within the organization to help managers make informed decisions about various aspects of the business by tracking and analyzing financial data.
- Compile/Format Period Reports
- Budget vs. Actual with Variance Analysis
- Departmental/Product Metrics
- Key Performance Indicators
- P&L Management Training for Project & Department Managers
Employee Training & Support
Training and Mentorships available for your current accounting and office staff.
- Lead and mentor accounting staff, providing guidance, training, and support to aid in professional development.
- Establish/Optimize Accounting Systems, Processes, & Controls
- Provide strategic analysis to support decision-making by management, including cost-saving initiatives, and growth strategies.
- Develop Training Paths, Career Objectives, and Performance Reviews for employees.