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Business Services

Having access to accurate and up to date financial information is a key component of running a successful business. Our Business Services are intended to save business owners time and money while providing accurate and reliable financial information necessary for running a business and making strategic decisions. Many business owners are turning to outsourced accounting and bookkeeping services in an effort to improve efficiency and save money. With an in house bookkeeper or controller there are costs in addition to wages such as the costs of hiring, training, workers compensation, payroll taxes, insurance benefits, paid time off, office space and office equipment. Also, some businesses don't need a full time person or have the resources to keep an experienced controller on staff. We tailor our services to fit the needs of your business and utilize technology to get work done accurately and efficiently. Whether you need detailed weekly bookkeeping services or monthly oversight and review, we can customize a service package that's right for you.

Controller Services

Outsourced Controller Services go beyond bookkeeping and offer oversight and analysis of your business finances. If you or someone on your staff is taking care of day to day bookkeeping tasks like invoicing and check writing, and you need someone to provide oversight, review transactions and handle more complex accounting transactions, we can help. We will review accounting work, reconcile accounts, perform month end closing and prepare financial reports. We can prepare budgets and projections, and we can serve as the liason with your audit firm for year end review and finacial statment preparation. As a client, you will also have access to a customized Dashboard that provides multiple financial reports and Key Performance Indicators.  

QuickBooks® Consulting


We offer installation, set-up, training, and support for QuickBooks® users. Kelly is a Certified QuickBooks® ProAdvisor and can help with all aspects of QuickBooks whether you need help with set-up or you'd like ongoing support and bookkeeping services. If you are new to QuickBooks®, we can help you determine the version that is right for your business, handle the installation, and set up your chart of accounts, customers, vendors, bank accounts and starting balances. We can also assist current QuickBooks users looking for training or help with a conversion. We offer customized training for the various modules and reports. After installation and training are complete, we can provide ongoing support if you handle your own bookkeeping or we can perform bookkeeping or controller services fo you.

Outsourced Bookkeeping

We can manage all aspects of your business bookkeeping so that you can focus on running and growing your business. Services include accounts receivable, accounts payable, inventory, bank and credit card reconciliations, journal entries, general ledger maintenance, sales tax submission and month end review. We will ensure that you have up to date cash flow information at all times, and we will generate the reports and statements you need to know where your business stands.  Bookkeeping packages can be tailored to meet the needs of your business whether you choose to do some of the work yourself or have us do everything for you. Services can be performed virtually or on site depending on the needs of your business.

Financial Reporting

Once the bookkeeping is done, financial reports can allow you to understand how your business is performing and where you have opportunities to grow. They are also a necessary part of getting quarterly or year-end taxes processed. We will review and prepare the financial statements you need, and help you understand and analyze the numbers so you know where you stand.  We can also work with your accounting team to make sure they have all the information they need to get your taxes done accurately and efficiently. As a client, you will have access to a customized Dashboard that provides multiple financial reports and Key Performance Indicators that can help you spot trends and make adjustments to control expenses, maximize cash flow, and optimize growth.

Bookkeeping Catch Up & Clean Up

If you are behind on your bookkeeping and need to get ready for tax seaon or if you just want to get organized and get your books up to date, we can sort all of your documents and receipts and reconcile all of your bank and credit card statements. We will ensure your customer invoicing is current, that all of your payables are entered properly and that your inventory is accurate. If your books are a mess, we can review, correct and reclassify transactions, reconcile accounts, and clean up your accounts receivable, accounts payable and inventory. We can perform these services on a one time basis or provide ongoing support once your books are back in order.

CPA Collaboration

We are happy to work with your accountant so that they can prepare your quarterly or year-end tax returns. We will review and prepare all of your quarterly and year end information, provide your CPA with the reports and statements they need, and answer any questions they have about your financial transactions.

We also work directly with accountants, attorneys, insurance agents, bankers and financial planners who have clients that need help organizing and managing their finances.  We will work with your clients to compile the information you need so that you can focus on your primary service.

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