Our Services

Traditional Bookkeeping Services


  • Reconciling accounts

  • Payroll administration

  • Invoicing

  • Bill payment

  • Vendor management with 1099 and W-9 services

  • Coordination with your CPA annually or as needed

  • Assisting with collections or past-due accounts receivable

Real-Time Project Tracking Reports


  • Comparing hours spent to actual hours billed

  • Profitability analysis by project and client type

Organization of Financial Systems


  • Cash flow summaries

  • Organizing Charts of Accounts

  • Time tracking software set-up (we recommend Harvest) to align with fee proposals

  • Setting up and/or organizing Quickbooks