Services
Accounting Services
Setup & Migration: Customized accounting system setup and Chart of Accounts creation.
Bank Reconciliations: Accurate account reconciliations to ensure financial accuracy.
Financial Reporting: Periodic financial reports with comparative analysis.
Book Cleanup: Fixing and organizing mismanaged or incomplete books.
Virtual Accounting Support: Dedicated virtual staff for ongoing support.
Customized Solutions: Tailored bookkeeping for unique needs and special projects.
Franchise Bookkeeping: Standardized reporting, compliance alignment, and consolidated financials for multi-location franchises.
Payroll Management
Payroll Processing: Accurate wage calculations, tax compliance, and seamless reporting. Tax Compliance: Federal, state, and local tax filings, deposits, and registrations. Employee Payments: Direct deposit, pay stubs, benefits tracking, and PTO management. Year-End Reporting: W-2s, 1099s, W-3, and 1096 filings with IRS and SSA. Customized Solutions: Multi-state payroll, franchise support, and tailored processing for small to mid-sized businesses
Fraud Protection
Fraud Detection & Prevention: Thorough reviews to detect and prevent financial fraud.
Payment Error Protection: Identify and stop incorrect ACH transfers and payments.
Regulatory Compliance: Ensure financial processes meet accounting standards and legal requirements.
Continuous Monitoring: Ongoing remote monitoring for early detection of irregularities.
Financials & Reporting
Management & Custom Reports: Prepare financial reports tailored to your business needs, including industry-specific and owner-requested formats.
Business Analysis: Provide in-depth analysis of financial statements to highlight trends, risks, and opportunities.
Audit & Compliance Support: Ensure your reports meet audit standards and comply with all regulatory requirements.
Franchise & Multi-Unit Reporting: Deliver consolidated financials for franchisors as well as detailed unit-level reports for franchisees.
Comparative Reporting: Monthly and yearly comparisons that give you a clear picture of growth and performance.
Cash Flow Forecasting: Forward-looking analysis to help you plan and manage liquidity effectively.
Vendor Management
Handling of credit applications and contract agreements
Timely processing of recurring vendor payments (utilities, insurance, etc.)
Approval-based processing for non-recurring payments (repairs, maintenance, one-time expenses)
Monthly AP reconciliations with detailed vendor aging summaries
Vendor onboarding and documentation management
Monitoring vendor payment terms and compliance requirements
Dispute resolution and vendor communication support
Providing detailed reports and insights for better cash flow management
Tax Management
Tax Preparation: Accurate and timely preparation of federal, state, and local tax returns.
Tax Planning: Proactive tax strategy development to minimize liabilities and maximize savings.
Compliance: Ensuring compliance with tax laws and regulations to reduce audit risk.
Tax Resolution: Resolving tax disputes and negotiating with tax authorities.
Year-Round Support: Ongoing tax support and guidance throughout the year.
Customized Solutions: Tailored tax services for individuals and businesses with unique tax needs.
