Small Business Support
Full-Service Accounting
Back Office Operations
On-Demand Business Support
Accounting & Bookkeeping
- Full Cycle Accounting & Finance
- AR/AP/Expense/Payroll Management
- Financial & Tax Reporting
- Data Clean-up & Data Analytics
- Account set up and maintenance
- Audit support
- Robotic Process Automation (RPA) for Accounting & Tax
How We Helped
Revenue Automation
Historical Data Cleanup
Process Improvement
Payroll Administration
Centralized Data Management
Cash Management & Invoicing
- Monitor cash flow to assure financial health
- Submit custom and standard invoices and monitor A/R Aging
- Manage Accounts Payable (cash management, bill payment, expense management)
- Project and billable hour tracking and invoicing
Payroll Management
- Employee setup & administration
- Payroll cycle management
- State & federal payroll taxes
- 1099 & consultant payments
- Benefit management
Back Office Operations
- Monthly reconciliation and reporting
- Revenue recognition (Accounts receivable and custom invoicing)
- Accounts payable (Cash management, Bill payment, Expense Management)
- Compliance
Reporting and Year-End Support
- CPA year-end tax preparation support
- Year-end reconciliation and closing
- 1099 Tax Filings
- Annual Financial Statements
Project Support
- One time or as needed support on small projects
- Compliance (SOX, PCI, HIPPA...)
- Client database set up and maintenance
- Client communication, campaigns and marketing support
- Digital form and customer data intake
