Our Services

Accounting Outsourcing

 
 
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You need a partner who can provide cost-effective and high-quality solution in the area(s) where you have specific gaps in expertise. We offer a complete spectrum of Accounting and Finance Services to meet your specific needs.  And best of all, you can hire us on a flexible and scalable basis. This means we are a variable cost you control depending on your needs and budget allocation.

A complete spectrum of Accounting and Finance Services:

  • Outsourced Bookkeeping Services

  • Accounts Receivable (AR)

  • Accounts Payable  (AP)

  • Account Reconciliation

  • General Ledger

  • Accrual and depreciation tracking

  • Financial Statement Preparation

  • Payroll Tax Filing

  • Management Reporting & Analysis

  • Annual Budgeting & Projections

Controller Services

 
 
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It is critical for businesses to have an experienced Controller who ensure accurate transactions and implementation and enforcement of proper controls.   When you can trust that your accounting functions are being properly managed, you can focus on analysis and business decisions. Accounting controls are methods and procedures established to safeguard assets, authorize transactions, monitor payments and ensure the accuracy and validity of accounting records.

Considering the high rate of fraud, and subsequent loss of money occurring within companies of all sizes, it is more important than ever to properly manage your books.

Monthly reporting and insights about your company’s Accounting and Financial data:

  • Advice and recommendations from experienced Controllers on a fractional basis

  • Creation of board documents

  • Business continuity in working with a dedicated resource who is managing your account

  • Unbiased and unemotional advice from somebody who is not within your company on a day-in and day-out basis

Hosted Financial Software

 
 
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A hosted solution means you can access your live financial data from any device / any where.  Multiple users can work at the same time and you can still maintain the integrity of your data. As a business owner, Controller/CFO, CPA or an investment firm, you may be used to waiting for 2-3 weeks at the end of each month for the company books to close.  A hosted financial software solution enables a timely close.

For example, if you are used to emailing QuickBooks files between various staff members, waiting for each person to make their changes, then you will understand that a hosted QuickBooks software solution will save time and create a more efficient work environment.

A cloud-based solution available anytime and anywhere:

  • Access via secure login that provides remote access to your live financial software file

  • This means you can access from your office, iPad, and even your home computer; any device that has Internet access

  • Multiple users can work at the same time and still maintain the integrity of your financial software file

  • Save time that you typically waste sending your financial software file back and forth between members of your team

Business Intelligence

 
 
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If you’ve ever had to pore over a Balance Sheet, examine your revenue and monthly expenses, you know that it can time-consuming and even frustrating.  Even when the information is entered correctly, it can be difficult to make important business decisions when you are viewing a complex and confusing Financial Statement. But when the data is formatted and presented in a simple and visually appealing format, not only is it simpler to read, you are able to pick out insightful pieces of information and then make important business decisions that help you operate more efficiently.

We provide the simple views of your Accounting data:

  • Visual representations of your financial data

  • Shows growth, revenue, profitability, in clean and concise formats

  • Reliable services that allow you to focus on your core tax advisory and audit services

M&A Support

 
 
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If you are a VC, an investment firm, or an individual investor, we can provide non-biased Accounting and Finance support before, during and after a merger and/or acquisition.

You need support from a professional, independent, non-biased team before, during and after acquisitions to:

  • Transition accounting function to a professional organization before marketing an opportunity

  • Provide reliable accounting services during pre-sale period to ensure no “surprises” during buy-side diligence

  • Deliver accounting and strategic due diligence support

  • Create and update your Offering Memorandum

  • Perform a one-time cleanup of bookkeeping after acquisition