Proactive and responsive financial expertise; accurate numbers you understand at affordable rates, with on-time delivery.
On demand personalized access to 30+ years of accounting expertise, financial reporting, payroll, compliance, auditing, budgeting, liquidity management and much more.
Bookkeeping & Accounting
Full range bookkeeping, accounting and consulting services.
Industries served: 501c3 Non-profit, sole proprietor LLC’s, S-Corps, real estate, property management, online business, service organizations, construction.
Establish and/or maintain books on a periodic basis (monthly, quarterly, annual) with accurate financial reporting to benchmark performance.
Payroll and HR employment related compliance and tax deposits – outsource the complexities of payroll management to ensure compliance and timely payroll processing
Liase with your CPA for tax return filings
Stay up-to-date on regulation and tax law changes to maximize deductions and ensure compliance; minimize penalty risk
W-9’s, W-2’s and 1099 filings
Accounts Payable and Accounts Receivable
Bank and credit card reconciliations
Specialty and one-off resolution tasks
Assistance responding to IRS and State inquiries
Create revenue and spending budgets for improved liquidity management
Establish Concur, Expensify and Bill.com platforms
SOP writer to ensure audit-ready internal controls and segregation of duty and/or streamline processes
Non-profit advisor on grant management, deferred revenue treatment, In-Kind contributions, Single Federal Audits, 990 tax returns
Assistance with automation and/or software conversions
Real estate schedules for portfolio tracking with DTI and LTV ratios for loan underwriting purposes, cash flow and investment strategy
Next Steps
Schedule a free initial 30 minute initial consultation and discovery call for needs assessment and transparent pricing with flat rates, never hourly. Accepting short-term projects and/or ongoing contracted work.