Our Service-Based Business
Accounting Services
Our Process Gives You
Crystal Clear Financials So You Can Make The
Next Best Decision for Your Business Goals
Having clear and easy-to-read financial statements is our goal: We want to ensure you can take sound steps forward based on the information you’ve been given.
Review & assess
We can help explain your financials and make sure you have the clarity you need.
Communicate
We are available via email, phone, text, and Slack any time you have questions.
Weekly Updates
We work on your books each and every week to make sure you are always current.
Monthly Reports
We will provide to you financial statements on a monthly basis, reconciled and accurate.
Your Dependable Accounting Partner
Are You Ready for Stress-Free Financials?
That Starts Just Below
Below is an overview of our accounting services. We are a full-service accounting firm, so if you don’t see your specific need, be sure to reach out so we can discuss.
01.
Accounting & Bookkeeping
Our degreed and experienced accountants will handle your books and provide the reports you need. Our complete accounting services can take the day-to-day financial tasks off your plate. Tasks that include:
- Record checking and credit card transactions
- Enter journal entries for custom activity
- Reconcile all accounts to ensure complete records
- Provide financial statements
- Communicating unknown items with you
02.
Accounts Payable & Bill Pay
We are well-versed in many payables software, including making payments directly from your bank. We can make sure your vendors are paid on time and your bills are recorded properly.
- Receive vendor bills from you or directly
- Ensure vendor bills are added to Quickbooks
- Initiate payment through preferred channel
- Record payment in Quickbooks once cleared
03.
Accounts Receivable & Deposits
No matter how you bill your clients, we can assist with sending your invoices out, reminding clients of open invoices, and ensuring client payments are applied correctly.
- Generate and send invoices as instructed
- Follow up on outstanding balances
- Record deposits as payments to invoices
- Client communication as needed
04.
Payroll Processing
Paying your employees is very important. We will ensure payroll is completed on time and completed accurately. We will handle any payroll-related issues so you can be worry-free.
- Process payroll timely and accurately
- File state and federal reports
- Employee wage and deduction management
- Year-end filing of W-2s
We Meet Our Clients Where They Are
Does This Sound Familiar? →
We work with service-based businesses including doctors, medical professionals, lawyers, and software as a service (SaaS) etc. All of our clients are tech-savvy, quick to respond and truly want to get their books balanced and organized for peace of mind.
"I Just Don't Do Numbers."
That's ok - because we live and breathe them. And we actually love accounting.
"I kind Of Guess in Quickbooks."
When your background isn't in accounting, guessing is the only option you have!
"I am not sure I have the proper financial records."
This is a common worry especially since its mostly guess work and squeezed in where you can.
" I should Be Building My Business."
Yes, you should be. That's where your attention is best fit and why we handle all things financial.
CERTIFICATIONS
