Our Approach
OUR APPROACH
Tailored to each client
We work closely with a selective group of clients, providing them with services customized for each.
Forward looking
We help our clients look forward and achieve their future business goals.
Top-notch financials
We are CPAs and CMAs with many decades of experience from top accounting firms. We know how to close books.
Trusted support
We strive to be strong and true partners for our clients, beyond just keeping books.
Our Services
OUR SERVICES
Bookkeeping
- Accounts receivable—expense processing
- Accounts receivable—customer invoice and payment processing
- Credit card and employee expense processing
Payroll
- Payroll processing with separation of duties
- Multi-state processing and setup
- Employee onboarding and offboarding
- Human resource support
Advisory services
- Financial forecasting
- Financial strategic planning
- Bank and investor relations
- Insights via key measurements
- Regular check-in calls and meetings
- Accounting technology selection and implementation
Controller functions
- Financial statement preparation
- Month-end closing
- Technical accounting support
- Development of accounting procedures
Our Specializations
OUR SPECIALIZATIONS
Audit Management
- Preparation of audit-ready financials
- Audit documentation support
- Auditor selection and management
Cash Flow Management
- Cash flow projection
- Cash flow management
- Strategic planning
Good Accounting Practices
- Separation of duties
- GAAP compliance proficient
- Secure information protocols
-
Non-profit organizations
-
Construction and manufacturing
-
Creative agencies
-
Early-stage startups
-
Real estate and brokerages
-
Professional service firms
Industries We Serve
INDUSTRIES WE SERVE
Testimonials
TESTIMONIALS
Our Cloud Partners
OUR CLOUD PARTNERS
