Services Offered

Tiered Services

In addition to the services listed below, we offer many one time services such as financial software setup, financial data cleanup, special finance project assistance and more. Please contact us for more details on all the services we offer.

TIER 1

GENERAL BOOKKEEPING

  • General Ledger Maintenance

  • Monthly Bank and Credit Card Reconciliation

  • Monthly Financial Statements

  • Year End Closing

TIER 2

BOOKKEEPING, VENDOR & CUSTOMER MANAGEMENT

  • Tier 1 Services

  • Management of Accounts Receivable and Accounts Payable

TIER 3

BOOKKEEPING, VENDOR & CUSTOMER MANAGEMENT, PAYROLL

  • Tier 1 & 2 Services

  • Payroll

  • Year-end Payroll Filings

TIER 4

FULL BOOKKEEPING, BUDGETING & MONITORING

  • Tier 1 - 3 Services

  • Budgeting

  • Financial Analysis and Reporting

TIER 5

FULL BOOKKEEPING, CASHFLOW & ACCOUNT MANAGEMENT

  • Tier 1 - 4 Services

  • Cashflow Management

  • Cost Analysis and Control

  • Financial Compliance and Internal Risk Management

TIER 6

FULL BOOKKEEPING, ANALYSIS & FORECASTING

  • Tier 1 - 5 Services

  • Financial Strategy and Planning