Financial Consultant

Accounting & Full charge bookkeeping

Accounting & Full charge bookkeeping

Accounting & Full charge bookkeeping

Monthly, Quarterly, and Annual bookkeeping
Managing A/R and A/P
Managing postal mail
Administrative tasks as needed
Full circle bookkeeping services

Quickbooks desktop

Accounting & Full charge bookkeeping

Accounting & Full charge bookkeeping

Strong software for all accounting needs
Financial statement preparation
Payment of customers through software
Tracking of inventory
Payroll services

Quickbooks online

Accounting & Full charge bookkeeping

Communication with CPA's

Quick and clean connection to accounts for flawless and more accurate reconciliation
Access from anywhere there is a computer and WiFi access
Less expensive option to QuickBooks Desktop

Communication with CPA's

Communication with CPA's

Communication with CPA's

Constant communication with your CPA for the highest level of service throughout the year
Documentation and reports that will save your CPA time and accounting expenses
Connection with CPA firms so that you can have the best fit for your needs when it is tax time

Financial reporting

Communication with CPA's

Administrative services

Balance sheet, profit and loss, and statement of cash flows
Forecasting reports
Analysis of financial statements to increase profit and save on taxes

Administrative services

Communication with CPA's

Administrative services

Bill pay services for small businesses and high net worth clients
Organizing mail and depositing checks
Outsourced office & administrative duties