Our Services.

Financial Clean-Up Services

Are you behind on your books? We provide a thorough review and organize your existing financial records. We provide minor catch-up or full financial cleanup over an extended period of time and bring them up to date. Do not put it off any longer. We are here to help!

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Chart of Account Set-up and Consulting Services

We will design and implement a tailored chart of accounts that aligns with your business’s financial needs and industry. We provide GL maintenance as needed.

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Monthly Bookkeeping Service

Accurate and timely reconciliation of bank and credit card statements to ensure proper transaction records. We will handle all aspects of your bookkeeping so that you stay focused on your business. Ideally the bookkeeping team will need monthly access to your business bank and credit card accounts statements. Many banks allow accountants to have 'read-only' access.

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Fractional CFO Solutions

We provide timely and accurate financial management & reporting, in-depth analysis of profit and loss statements and cash flow reporting for strategic decision making.

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