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Our Services
Everything you need to keep your books accurate, your reporting clear, and your business moving forward — handled by a dependable local team.
1Data Entry, Accounts Payable & Check Runs
Entering your vendor invoices and coding them to the correct expense account — and to a customer or job account when required. We cut checks and process bank check orders per your approval.
2Accounts Receivable Invoicing & Statements
Creating your customer invoices for your review and sending them to your customers and clients. We follow up on invoices to make sure they get paid and review the A/R report to keep cash flow coming in.
3Monthly Account Reconciliation
Balancing checkbooks, savings accounts, and credit cards against bank statements — plus balancing any other miscellaneous accounts so everything ties out.
4Month-End Reports
Preparing month-end financial reports to meet bank requirements, for your review, and to submit to your CPA for tax planning. Includes Budget vs. Actual income and expense reporting.
5Month-to-Month Analysis
Comparing the current month's statements with the prior month, the same month last year, and year-to-date vs. prior year-to-date. We track sales and expense history and goal accountability so we know what to adjust to make you more profitable.
6Job Costing & Class Coding
Tracking expenses to a job or customer so you know the profit of each project — and whether to adjust your estimates. Class coding tracks expenses by product type, so you understand which product and service lines are most profitable and most sold.
7Payroll
Owner's payroll, employee payroll service, and full payroll services — handled accurately and on schedule, integrated with leading payroll platforms.
8Business Forms & Audits
Preparing forms and packages for bank loans and similar needs, and preparing workers' compensation insurance documentation.
9Business Support
Helping you set business goals for the year or quarter and build your business plan — and serving as your accountability partner in reaching them. We maintain an approved vendor list of business-supporting companies, build budgets, and identify your top customers by percentage of profit.
10Year-End Review Service
Reviewing the books to ensure everything is tied out for taxes and that you're maximizing your deductions before year-end.
Not sure which services you need?
Tell us about your business and we'll recommend the right mix — from monthly bookkeeping to full-service support.