Services

Financial Management

• Bookkeeping and transaction management: Keep your books accurate and real-time.
• Account reconciliations: Ensuring bank, credit card, and loan statements match perfectly.
• Financial reporting and visibility: Monthly delivery of clear, easy-to-understand metrics.
• Cash flow organization: Structuring your accounts so you always know where your money is going.
• Profit & Loss and Balance Sheet reporting: The vital reports you need for business health and tax readiness.

Payroll & Employee Administration

• Payroll processing: Accurate, timely payroll runs for your entire team.
• Employee onboarding support: Setting up new hires correctly from day one.
• Timekeeping management: Tracking hours smoothly to eliminate payroll discrepancies.
• Payroll tax coordination: Managing state and federal payroll tax obligations effortlessly.
• Employee administration support: Streamlining the paperwork that keeps your team aligned.

Operational Support

• Accounts Receivable support: Helping you issue invoices quickly and track down open balances.
• Accounts Payable support: Managing bills and tracking expenses to keep vendor relationships strong.
• Vendor & Customer management: Organizing communication and accounts relating to your key partners.
• Workflow and process organization: Cleaning up messy back-office habits and replacing them with systems that scale.
• Administrative support: General back-office assistance to free up your leadership time.

Compliance Coordination

• Workers' Compensation audit support: Gathering data and preparing reports to make your annual audits painless.
• Insurance audit assistance: Navigating general liability and commercial policy audits confidently.
• CPA coordination: Acting as the direct bridge to your tax CPA so tax season is stress-free.
• State and federal notice assistance: Helping you decode and promptly respond to official government correspondence.