Accounting Solutions Built On Solid Rock
About
We are a group of CPAs & Accountants, with a mission to provide top-quality accounting services, bookkeeping, client account services, fractional CFO, consulting, and taxes for small to mid-sized companies in a variety of industries. Our professionals bring decades of experience from working at firms including KPMG & Baker Tilly, to help your company grow by acting as your accounting team or an extension to your current team, as we deliver key financial/accounting insight & data that will enable strategic decision making.
Our Fee Structure
We charge a fixed monthly fee to perform a variety of functions based on your needs.
We offer a variety of services, from full service accounting & bookkeeping, to fractional CFO consulting, accounting software integration, and Tax Preparation.
What makes us different
High Ethical Standards
We are true believers in “ethics before profits”. From the way we treat our employees, to our work values & standards, we will always act in a fair, transparent and ethical manner.
Professionalism & Quality
Our strong work ethic, combined with years of experience while at “Big 4” & “Big 10” firms, enables us to deliver the best tools, guidance & visibility and as you scale your company.
Technology Driven
We utilize the latest technology, systems, & bookkeeping software to deliver real-time data through Cash, AP, and AR integration & process automation.
Affordability & Value
Despite our extensive experience & CPA credentials, we remain a truly affordable accounting partner for our small and medium-sized client companies.
What we do
Our goal is to become your trusted accounting partner, an extension to your team.
We achieve this by gaining in-depth financial knowledge of your company’s cycles, data and business specific trends, through continuous communication and involvement in scheduled team meetings.
We offer a variety of tasks and functions to cover all your finance and accounting needs.
- QuickBooks and Xero support
- Basic Integration
- Data Entry
- Reconciliations
- Expense Tracking and Management
- Monthly/Quarterly Financial Statements
- Profit and loss statements
- Balance sheets
- Cash flow
- Custom reports
- AR/AP, Invoicing & Paying clients
- Payroll Processing
- Month-end close
- Compliance and Regulatory Assistance
- Audits
- Participation in Team Meetings
- Budgeting and Forecasting
- Cash Flow Management
- Integrate point of sales transactions & merchant accounts such as PayPal, Square, Toast, & Shopify as well as other systems, into accounting software and bank transactions.
- We can transition from manual record keeping in Excel and other platforms to accounting software for streamlined processes & automation
- Financial planning, strategies, opportunities, & long-term financial goals
- Business consulting, insights and recommendations to improve business operations and financial performance
- Financial and KPI Analysis
- Assist team meetings to provide guidance & strategic decision making
- Compare business performance against industry standards to identify areas for improvement
- Startup Consulting & Coaching specific to companies in formation, pre-production phases
- New Business Purchase Advisory for clients seeking to purchase a new business or add to their portfolio
- Preparation & Filings
- Tax Forecasting
Contact Us
Get in touch with our accounting experts to see how we can deliver top-notch accounting solutions for your company.