Accounting Services

• Generate Invoices
• Bank Reconciliations
• Review Transactions (Entry, Coding)
• Collections/ Emails, Mailings
• Prepare 1099s
• Manage Cash Flow Spreadsheet
• Generate Financial Reports
• Manage Fixed Asset and Depreciation Schedules
• Restricted and Unrestricted Revenue
• Budgeting
• Review Consultant Contracts
• Review of Grant Budgeting & Contracts
• Develop a Chart of Accounts
• Inventory Ordering, Processing and Tracking
• Sales Tax Processing
• Income Tax Preparation Support
• Audit Preparation Support

We are happy to work with your existing software or help you find another software more suitable for your needs.

Let's Get Started!

Financial Reporting

Whether working with your existing certified public accountant (CPA), enrolled agent (EA), financial planner, or introducing you someone new. We are here to make processing financial information for other financial professionals a smooth and confident process.

Services we offer to achieve this goal:

CPA/ EA Introduction
Review Consultant Contracts
Generating Financial Statements
Review Current Processing Methods
Review Grant Contracts

I'm In!!!

Accounting: Products