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Practice Areas

Account Receivable


  • Accounts Receivable Management

  • Payment Application (Received Checks, Wires, Credit Cards)

  • Software Integration/Implementation for Auto Pay

  • Prepare and Issue Customer Invoices

  • Customer Setup

Account Payable
  • Enter and Pay vendor bills

  • Issue and Track Vendor Purchase Orders

  • Software Integration/Implementation for Auto Pay

  • Track Credit Card Expenses & Receipts

  • Vendor Set-Up

Financial Reporting & Analysis
  • Generate Standard Reports and  Financial  Statements

  • Industry Standard Reporting to Management, Investors, Shareholders and Regulatory Agencies

  • Budgeting & Forecasting

  • Monthly, Quarterly and End of the Year Reporting

  • Write Checks

  • Bank and Credit Card Reconciliations

  • Record all Bank transactions (Debit Card, Checks, ACH)

  • Reconcile Petty Cash accounts



  • Enter Inventory Items by SKU

  • Maintain Inventory Sales and Cost Prices

  • Integrate with third party applications

  • Inventory Adjustments

  • Full Service Payroll

  • Direct Deposit

  • Payroll Tax Filings 

  • Integration between Payroll Provider and Accounting Software

Start-Up Business Services
  • Creating Employee Handbooks

  • Writing, training and implementation of Standard Operating Procedures

  • New Business Formation

Sales Tax
  • Monthly and Quarterly Sales Tax Filings

  • Integrate with POS and eCommerce platforms

                                                Unlimited Consultations
  • We are always available to spend time with you so you fully understand how to interpret and utilize the financial information we provide. Our consultations are already included in our price, so please feel free to call us whenever you have a question or concern.



Tax Preparation and Filings
  • Individual, Corporate, LLC, and Self-Employed Preparations and Filings.

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