Dependable and there when you need it.
You tell us how much or how little support you need, and we will customize a solution right for you. Sometimes our clients need us to become their accounting department, others need us to be their outsourced Controller or CFO, and others who need something in between. Let us roll up our sleeves and work together to figure out what's best for your organization.
Outsourced accounting
- Cloud-based accounting system migration, implementation, and integration (QuickBooks Online, Sage Intacct, Unanet, etc.)
- Accounts payable and accounts receivable management
- Bank account integration and bank feeds automation
- Fixed asset management
- Payroll process support and administration
- Sales and use tax processing
- Personal property tax returns
- Monthly closing support and year-end reporting
- Audit support and readiness
- Transaction reconciliation
- General ledger maintenance
- Transaction classification, entry, and verification
Financial planning and analysis
- Cash flow analysis and management
- Preparation of budgets and long-term forecast
- Preparation of internal statements, including comparisons and actuals to budgets
- Monitoring KPIs and benchmarking
- Tax planning
Don't see what your looking for?
Don’t worry, we offer additional services that aren’t listed here.
Meet some of our outsourcing pros.
Traci Getz, CPA
Partner
Lori Kubic, CPA
Manager
Angel Corbin, CPA
Supervisor
Sarah Waldman
Senior Accountant
