Experienced CPAs, Accountants, and Bookkeepers employing technology to streamline and manage your workflows.

Accounting System Setup

• System Analysis: analyze business needs, financial process flows, regulatory requirements, internal and external integrations, user and security requirements, and user training 
• Configuration: define industry / client specific chart of accounts, business hierarchy, products and related mapping, projects, payment methods, process and banking rules, recurring transaction automation, capitalization policy, payroll and time/attendance, federal and state specific withholding and sales tax accounts, as well as users roles and permissions 
• Management: define, develop, and automate financial, management, tax, and industry specific reports

Financial Management

• Bookkeeping:  manage daily financial transactions, accounts receivable, accounts payable, 1099 year-end reporting, journal and accrual entries, depreciation and amortization
• Payroll: collect employee tax documents, entry of salary, benefits, withholdings, and W-2 year-end reporting
• Management:  automate workflows, approval processing, banking integration, account reconciliation, and year-end reporting
• Planning: provide reporting and advice to support growth, cash flow management, fixed asset reporting, and business personal property reporting
• Back Office: process business license applications / renewals, property tax reporting, manage insurance renewals

Specialty Services

Specialized expertise to meet varying business needs, such as

• QuickBooks Desktop to Online migration
• Financial systems review and cleanup
• New accounting system implementation
• Accounting 101 instruction
• End user financial system training
• Sales tax consultation / processing - system implementation or integration
• Payroll withholding tax
• Federal / state accounts
• Tax payment processing
• Worker's compensation 
• Payroll integration with external systems
• Business licensing