A People-Centric Approach on Financial Processes & Accounting Services
Our Experience.
Your People.
Let us help you utilize your people and business know-how to reduce the stress and time relating to financial busy work.
You get to focus on your core – growing your business.
Our Philosophy…
Create improved financial workflows,
with your team in mind.
We don’t step in and force complex change with unfamiliar softwares and processes.
We use our years of experience to implement financial solutions that make sense while capitalizing on your strengths & assets .
We Discuss.
We Discover. We Help.
Discover. Listen.
Learn.
First step is to talk about existing hurdles & gaps.
By listening to how you currently tackle financial and business processes.
Procedurize. Refine. Teach.
Second step, we find ways to align processes & tools to help you & your team achieve your goals. Then put them into actionable tasks & procedures.
Review. Utilize.
Adapt.
Lastly, we develop a relationship that helps review & tweak your infrastructure to set you up for success. We fill in gaps with supporting roles that utilize your assets and team.
It’s Better Putting People First.
Ready to talk? Reach out to us for an easy, personable chat. We are always ready to listen.
Not Ready? Keep scrolling for information on our services & industries served.
Who We Help.
Industries & Services in our niche.
- Contractors
- Distribution
- Insurance Brokers
- Medical Practices
- Retail
- Food Service Industry
- Marketing
How We Help.
Services we currently offer and engage in. Don’t see something you need? Just ask.
At a high level we help with everything from bookkeeping services to development of onternal controls and financial infrastructure to full business consulting.
01.
Bookkeeping Services
The standard, daily grind of bookkeeping can be supported or taken over by our team. Whether you need a full charge bookkeeping staff or clean up & book maintenance.
02.
Financial Reporting & Tasks
Including review of accruals and prepaids and all supporting schedules.
- A/P, A/R
- Year End Close
- CFO/Controller Staff for Consulting basis
- and more.
03.
Payroll & Corporate Tax Services
From payroll to tax prep & reporting, you can offload these processes to our professional team. We can work with your preparer for corporate taxes.
- Sales tax filings & review
- Corporate Tax Preperation
- and more.
04.
Training & Support
For continuity we are available to continue consulting, training and supporting necessary roles to keep you streamlined and meeting goals.
- Staff Training
- Review of Financials / Softwares / Processess
Become an Extension of your Team
Once financial services and goals are set and in place, we become an extension of your team.
From Controller Services to Tax Reporting, our staff becomes part of yours filling in where needed and acting on roles.