Accounting & Bookkeeping

Accounts Payable / Bill Payment
Say goodbye to late charges and penalties while optimizing cash flow. We’ll carefully track your bills and expenses. You control what gets paid and when.
Accounts Receivable / Billing & Collections
Optimize cash flow by allowing us to handle invoicing, track deposits, monitor receivables, and oversee collections.
Account Reconciliation
We ensure that bank, credit card, and other account transactions are properly recorded and reconciled and then prepare reports for your review.
Process, Procedure, & Form Design
Our processes, procedures, and forms will help streamline your accounting workflow and reduce costs. We’ll customize them so that they’re a perfect fit for your business.

Law Firm Services

Trust Accounting

Don’t run afoul of the complex accounting rules governing your client trust accounts. We’ll ensure that your trust accounting system is set up correctly from the start. 

Payroll Services

Time Tracking & Payroll
Our comprehensive payroll management services lift the burden of payroll management and take care of all of your payroll needs so you can focus on other things. Payroll set up, time tracking, payroll processing, reporting, payroll cost allocation, tax calculation/payment, and year-end payroll form (W-2, 1099, etc) preparation and distribution. We do it all. Paperlessly.

Nonprofit Services

Functional Expense Tracking

Financial Accounting Standards Board (FASB) guidelines require nonprofits to allocate expenses according to their functional classification (Programs, Management & General, Fundraising). We’ll get your organization set up correctly from the start and will see that allocations are done right. 

Grant Compliance

We’ll work with you to ensure that your grants allocated in compliance with the terms of the grant and provide you with the financial reporting that your granters require.

IRS 990 Preparation

The 990 is the financial face of your organization. We’ll ensure that you’re putting your best foot forward, accurately, and on time. 

CFO & Controllership

Financial Modeling, Projections, & Analysis
Using powerful financial forecasting and intelligence tools, we’ll work shoulder-to-shoulder to turn your historical accounting and sales data into a robust financial roadmap for your business.
Budgeting & Cash Flow Management
Your business depends on cash. We’ll help you to project, manage, and even fix your cash flow.
Financial Reporting / Dashboards
Gain visibility into the financial health of your business and make better decisions using customized financial reporting and dashboards that we prepare on weekly, monthly, and quarterly schedules best suited to your needs.
Internal Controls / Fraud Prevention
Reduce the opportunity for fraud in your business. Our processes have built-in internal controls specifically designed to minimize your risk of fraud. We’ll identify the risks in your current accounting procedures, inspect cancelled checks, and keep an eye out for other red flags.
Vendor & Banking Relationship Management
We can handle day-to-day vendor and banking relationship management so you can focus on the mission-critical aspects of your business.

How can we lighten your accounting and finance load?

Let us know