How We Can Help

Business Financials

Work with a QuickBooks Online Certified Pro Advisor

  • New business setup or transfer of existing QB files

  • Bill payment and expense tracking

  • Maintain registers and monitor account activity

  • Bank account reconciliations

  • Manage company credit cards/activity

  • Customer invoicing, accounts payable/receivable

Clear, concise reporting to understand your finances

  • Expense, revenue, planning, projections

  • Sales rep commission reports

  • Contractor payment summaries

  • P&L, Balance Sheet, Income/Expense, etc.

  • Reports provided as needed on a monthly, quarterly, semi-annual, or annual basis

Staffing & Human Resources

Work directly with your customers

  • Over 40 years of management experience

  • Point of contact for C-level executives

Communications Liaison

We deal with all aspects of business administration

  • Employee retention strategies

  • Prepare and maintain employee, contractor, and client agreements

  • Coordinate employee onboarding

  • Manage payroll and employee benefits

  • Prepare employee W2’s and contractor 1099’s

  • Prepare employee handbooks in compliance with local, state & federal law

  • Performance evaluations

Maintain Files & Documentation

Reliable, accurate record-keeping

  • Ensure local, state, and federal compliance