What we do
Weekly bookkeeping, monthly financials, accounting technology & financial consulting.
Accounting
Monthly financials, investor friendly, GAAP compliant and tax filing friendly. We structure your chart of accounts, build out your business cost of goods sold and present monthly accrual based financials that you can understand, and help guide your business decisions when necessary.
Bookkeeping
We establish your AP and AR processes, daily transaction posting so your monthly books can be closed quickly and accurately. Automate as much as possible but know a human touch is required and never far away. All financials are reviewed by a seasoned controller before presentation.
Technology
Best of class 3rd party apps that integrate nicely with Quickbooks Online and each other can make for a great backend technology stack. We know the landscape well and can help you avoid the pitfalls, design a system with a great workflow and establish processes for maximum efficiency.
Consulting
Giving you the guidance and support based on your financials and business needs. Creating and reporting KPI's and metrics to ensure you are running a profitable business. Review your operations are streamlined and helping manage the growth of your business.
We use industry standard best of class cloud technology to design efficient accounting processes. This is a great win for all who embrace this technology as minimal time will be spent doing the necessary back office tasks.
Your Cloud Accounting & Back End Technology Partner
Over 20 years of accounting experience using a multitude of business systems, all to achieve the same goal – clean accurate financial statements to help guide business decisions. Over the last 5 years with the mass adoption of cloud software and a solid ecosystem built around Quickbooks Online, the ability to do more with less really is achievable. With the implementation of a few 3rd party apps, a lot of the heavy lifting around the standard accounting processes can be achieved very easily.
Staff Accountant & Controller Delivering Exceptional Accounting
It takes the right type of person to manage accounting software. Not only do they need to know accounting, but be technology proficient to troubleshoot. To achieve our goal of providing unparalleled back office support, we hire experienced accountants with the right aptitude for supporting technology. We know what the end goal is and are ardent supporters of using the best off the shelf technology that works for your business, to achieve maximum efficiencies.
Accounting
Financials with a human touch
Having monthly financials that you can read and depend on takes skill to build and maintain. We automate as much as possible as we believe this is best, but human oversight is very much required for the finished product. Understanding the end goal and managing all parts of your financial statements really does take a human touch. Skilled accountants to oversee and manage your financials really is the best solution.
Bookkeeping
Efficient data gathering
With the right technology setup managed properly, more than 50% of the traditional data entry can be eliminated and streamlined, the ability to do more with less really is achievable. Implementing a couple of 3rd party apps that integrate nicely with Quickbooks Online, a lot of the data collection necessary for your bookkeeping can be achieved very easily. Not only can you capture the necessary data quickly and efficiently, your staff will spend less time doing back office stuff and more time being productive.
Technology
Cloud based solutions come first
We are all cloud, all the time and believe this is best for everyone. Cloud software solutions are the standard go to when setting up systems to support your business. Yet many businesses struggle with adoption of these basic apps as they appear to complicated or the setup just an impossible hurdle. We know what the end goal is and are ardent supporters of using the best technology for your problem that works for your business.
Consulting & Advice
Financial guidance and oversight
Helping guide your business to ensure it is run profitability. We build out your KPI’s and report on these so you can easily get a quick look at the health of your business. Help manage your cash flow and ensure your resources are being used optimally, build out a budget with your team and review your forecast monthly to ensure you are on track.