Bookkeeping and financial management Services

Transaction Recording 

Systematic categorization of income and expenditures in accordance with standard accounting practices

Bank & Credit Card Reconciliation

Verification of financial records against institutional statements to ensure accuracy and integrity

Accounts Payable & Receivable Management 

Structured tracking of outstanding obligations and 

receivables to support healthy cash flow

Financial Reporting

Preparation of monthly profit & loss statements, balance sheets, and cash flow reports for management review

General Ledger Maintenance

Consistent upkeep of comprehensive, audit-ready financial records

Tax Preparedness

Continuous financial organization to streamline tax

filing and ensure regulatory compliance

Basic Payroll Processing

Our bookkeeping services include calculating wages and taxes, filing federal and state payroll taxes, and generating pay stubs for your convenience.

Full-Service Payroll

Our full-service payroll processing encompasses quarterly filings (Forms 941, IT-501), W-2/W-3 preparation, and direct deposit setup, ensuring you stay compliant and efficient.

Contractor Payments (1099s)

We handle contractor payments by tracking and issuing 1099s for independent contractors, streamlining your tax preparation process.

Payroll Cleanup or Setup

Whether you need to establish a new payroll system or fix past errors, our services can help ensure your payroll processing runs smoothly.

Fractional CFO Advisory Services

Our financial reporting and accounting oversight, along with strategic planning and advisory, provide the benefits of a full-time CFO without the associated costs. We also offer bookkeeping services to ensure accurate financial records.

System Consulting Services

We evaluate your needs and assist in choosing and implementing software that integrates accounting, payroll processing, purchasing, and reporting into one cohesive system—ensuring technology serves your business effectively.

New Business Setup (EIN, LLC, Registration)

We provide comprehensive assistance with filings, EIN acquisition, and tax account setup for start-ups.

Budgeting & Cash Flow Planning

Our team helps create and maintain financial forecasts to guide your budgeting and cash flow planning.

Non-Profit Compliance Support

We specialize in non-profits financial compliance, fund management, donation tracking, state charitable reporting ensuring they can focus on their mission.