Welcome
We understand the importance of you wanting to run your business. We help make that easier for you by being cost effective in solutions that provide you opportunities to maximize profits.
Fractional Accounting Services
Bookkeeping
Basic solutions for small business record keeping.
General Ledger
Entering transactions, maintaining chart of accounts, expense tracking
Client File Organization
Online record storage with clean and concise organization
Bank Reconciliations
Monthly bank reconciliations and basic cash flow reporting
End of Month Reporting
3 Financial Reports: Balance Sheet, Income Statement, Statement of Cash Flows
Controller
Optimizing your financial structure.
Review of Financials
Oversee records and complete data review
Budgets
Establish, maintain, report
Cash Forecast
Stay ahead with cash flow forecasts and monthly cash activity updates
Cost Analysis
In depth report on revenue tracking and expenses to maximize business success
CFO
Necessary financial tool to provide relevant information to help make key business decisions.
Business Plans
Create, review, update,
Project Proforma
Determine return on investment
Cash Flow Financing
Assisting with financial reporting needs and collaborating with 3rd parties
Personal Finance
Solutions to assist you in controlling your financial future
Managing Personal Finances
Banking, loan tracking, budgeting
Tax Preparation
Collaboration with CPA for maximized deductions
Goal Setting
Work to live or live to work
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