Accounting and Compliance

Our Bookkeepers and Clerical Staff are trained to help you chose the right accounting software for your business.  Ask us why one product may be best for your particular industry!  If you are looking for industry-specific software, we can help you research the best options and chose the most efficient app or software product for your specific needs!

Financial Statements
Financial Statement preparation for small business clients is a long-standing service of this firm. Depending on the client's needs, monthly, quarterly and year-end balance sheet and detailed operating statements can be prepared and analyzed on a timely basis. The state-of-the-art accounting software used in our office can provide helpful comparisons and calculations for effective, practical business analysis.

Whether you use Xero, Quickbooks, or Sage - we set-up your software to specifically meet the needs of your business.  We believe that Custom Inventory Reports for your specific industry allows you to make the best management decisions for your growing business.  We have Virtual Purchasing Agents who can handle the data-entry for you, or we can train your staff to create current quantity, monthly valuation, and profit reporting.  If you need a Project Manager for an Annual Inventory Count, we can manage that for you too!

Job Costing:
If all you need is job costing (after job completion) or budgeting (before the job starts), we can stay on top of only that one task for you as well.  We can also set up your software to specifically meet the needs of your unique business.  We believe that our Custom Job Costing Reports will allow you to make the best management decisions for growing your business.  We can handle the data-entry for you, or we can train your staff to create monthly management reports for New Construction, New Installations, Remodeling/Repairs, Maintenance Services, and any other job-costing needs!

As a construction company, you probably don’t need an office.  Not when you can gain more efficiency from using Virtual Staffing.  We offer many options for paying your contractors and/or employees.  Our portal makes it hassle-free and there's no paperwork to maintain. Your workers are paid by direct deposit and the only thing for you to do is approve time and wages! 

Back Office tailored specifically for your business:
If your business is growing and you find that you need a part-time, temporary, or full-time Bookkeeper, we can help you find and hire the right person for the job, be it at your physical location, or virtual.  If your business is small and only requires annual bookkeeping, we can recommend an Accountant who will specifically work for your business to get your books tax-return-ready, and stay that way year-round.