Business Assessment

Free customized session tailoring our services to meet your business needs

Business Process Flows

  • Establish accounting system and document procedures
  • Internal Controls established and implemented
  • Accounting rules and regulations compliance

Cash Management

  • Bill Paying Service
  • Accounts Payable Management
  • Accounts Receivable Management
  • Bank reconciliations
  • Banking relationships


  • Complete Payroll Services
  • Paychecks
  • 941 reporting
  • W-2s


  • Cash Basis Accounting
  • Accrual Basis Accounting

    • Includes prepaids, accrued expenses, accrued payroll, deferred revenue
  • Balance Sheet Account Reconciliations
  • Annual Financial packet prepared for you to submit for tax return preparation


  • Sales Tax Returns filed
  • Fixed Asset Reporting and Depreciation
  • Capital Budget Monitoring
  • Key Performance Indicator (KPI) Mgmt reports
  • Financial Trend Analysis
  • Shareholder Presentations

Controller Role

  • Conducts monthly business review with Client
  • Manager training for understanding and interpreting Financial Reports

Budgeting & Forecasting

Develop your annual budget and monitor progress in achieving your financial objectives

Business Analysis

  • Assistance with Product Pricing Decisions
  • Trend Tracking and Profitability tracking
  • Job Costing – Profitability analysis for products