In our role as an Outsourced CFO, we will perform high-level, hands-on financial duties without the fixed cost of a full-time employee giving you the time to focus on your core business operations. We customize our services to meet the needs of each individual client. Our approach emphasizes being an active partner, staying involved in the process, and using the right technology solution that is best for your needs. Our goal is to strengthen your financial management so you can focus on growing your business.

Core Services

• General ledger maintenance
• Disbursement processing
• Check writing
• Account reconciliations
• Summarization of accounting transactions
• Preparation of invoices
• Interim financial statements (internal use as well as compilation reports)
• Budget reports and Management reporting

Accounting Services

We provide a resource to your accounting personnel to answer questions, review work, and provide accounting assistance.

• General accounting system set-up
• Accounting processes and controls
• Temporary controllership services at your site

Accounting Software support for the following:

• QuickBooks
• Quicken
• Peachtree
• MAS 90
• Accountant’s World
• Other Accounting Software (Ask if we support your software)

Tax Services

• Payroll tax return preparation
• Sales and Use tax return preparation
• Year end wage and tax reporting
• Preparation of Form 1099's