GET YOUR SHEETS TOGETHER
ONGOING SERVICES
Record & categorize transactions
Account reconciliations
Recurring journal entries
Monthly financial statements
Quarterly review meeting
Essential Accounting Services
Custom financial reporting & analysis
Receivables monitoring
Budgeting
Internal controls
Compliance (1099, property tax, etc.)
Cash flow management
Policies & Procedures
Coordination with tax accountant &/or auditor
Controllership Services
PROJECT-BASED SERVICES
Custom scope of work dependent on your goals/pain points specific to your needs
Examples include, but are not limited to:
Clean-up of prior period financials
Creation of custom excel workbooks and financial reports
Accounting system migration
Internal accounting process evaluation & improvement
Labor Union DOL OLMS LM-2 reporting