Services

 
 

Professional services designed to keep your business on track.

These are our most requested services. Don’t see what you’re looking for? Contact us and tell us more…

Your Place or Mine? - Online accounting means small business owners can stay connected to their data from work, home or on the go…and so can we. Most of our services can be provided right from our offices!

If an onsite visit is needed or desired, we can make that happen, too. Be sure to ask when scheduling your appointment. Additional charges may apply.

Our Client Committment »





 

QuickBooks Services

  • QuickBooks Setup & Customization - QuickBooks Desktop or Online? Essentials, Plus, or Pro? We have certified QuickBooks ProAdvisors - experts - to help you decide which options are best for your business needs.

    Set up & Customization examples:

    • Chart of Accounts

    • Vendors

    • Invoices

    • Payroll

    • Online Banking

    • Integrating Third-Party Apps

  • QuickBooks Clean Up - Overwhelmed? Feeling behind? Bookkeeping not at the top of your to-do list? We’ve seen it all! Let’s get your books in order and you up to speed on the health of your business.

  • Training - Train new or current users on specific topics or entire processes.

  • Consulting - Review current setup and workflows. Provide guidance for streamlining, increased efficiency, and best practices.


Accounting & Bookkeeping Services

Our services include, but are not limited to:

  • Small Business Accounting

  • Outsourced Bookkeeping

  • Reconciliation of Bank & Credit Card Statements

  • Accounts Receivable/Payable

  • Bookkeeping Clean Up

  • Income Statement, Balance Sheet, G/L

  • Custom Reports

  • General Ledger & Journal Entries

  • Work with your CPA to Prepare Books for Tax Time

 

 

 

Virtual or Part-time CFO Services

Do you have growth goals? Need help creating a financial strategy that will take your company to the next level?

As a former CFO for a world leading maritime security firm, Erin has the essential skills and experience to help you:

  • Build the appropriate model

  • Focus on the key financial elements for your survival (companies can bankrupt themselves through growth!)

  • Help you plan and build a successful financial future.

Hiring a part-time CFO may be your next step.  Call us for a consultation.


Business Checks and Supplies

We have used ChecksforLess.com products for years and recommend their products to our clients for their business banking needs. ChecksforLess.com offers quality products, excellent customer service and the “Lowest Prices” guarantee.

Affiliate Link: If you choose to make a purchase after clicking the picture below, we may make a small commission, at no additional cost to you. It’s a win-win.

If you use QuickBooks, be sure to click on “QuickBooks Compatible” under “Shop By Category”.