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Over the years, we have heard it hundreds of times from prospective, new clients, "Accounting is not my area of expertise. I need help!" Accounting is our area of expertise and we are here to help. Our goal is to not only take this off the owners' plate and provide them more time to focus on their business, which is their area of expertise, but to also provide them with meaningful information about their company to help them grow efficiently and effectively.


  • Forecasting, cash flow reporting

  • Financial reporting

  • Reporting on budgets and actuals

  • Analysis on budgets and actuals

  • Budget creation

  • Set up internal controls

  • Maintenance of internal controls

  • Coordination with outside CPA firms for tax and audit services


  • Accounts payable

  • Accounts receivable

  • Payroll Processing

  • Account reconciliations

  • Vendor management

  • Sales tax filings

  • 1099 preparation and filings

  • Business license and corporate Secretary of State filings

  • Property tax filings

  • Digital document retention and filing


  • Selection of accounting systems and services

  • Initial setup of systems and services

  • Implementation of accounting systems and services

  • Benefits management and implementation

  • Coaching and training

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