Remote Accounting Services and Business Advisors

Our Remote Accounting Services and Business Advisory division, is your full-service strategic business partner, committed to helping you run your business more smoothly. We provide a full range of remote services to entrepreneurs, small businesses, and non-profits that remove burdens and streamline processes.

Remote Full-Service Bookkeeping (Weekly, Bi-Weekly, or Monthly)

  • Data Entry/Download of Financial Transaction

  • Reconciliation of Bank, Credit Cards, and Loans

  • Journal Entries for Payroll, Accrued or Pre-Paid Expenses

  • Entry of Cash Receipts/Petty Cash

  • Financial Reports

  • Year-to-Date Profit & Loss Statements

  • Balance Sheet

  • A/P Aging Summary

  • A/R Aging Summary

  • Monthly Financial Review Call to Owner or Manager

  • Add-On Services

  • Bill Pay through bill.com

  • Sales Tax Filing

Financial Review Services (Monthly or Quarterly)

  • Review of Client-Entered Accounting Transactions and Reconciliations

  • Financial Reports

  • Year-to-Date Profit & Loss Statement

  • Balance Sheet

  • A/P Aging Summary

  • A/R Aging Summary

  • Monthly Financial Review Call to Owner or Manager

Hiring Services

  • Screen Candidate Resumes to Match to Job Descriptions

  • Conduct Pre-Interviews to Vet Final Candidates

  • Schedule Interviews and Manage Candidate Expectations

CFO Services (As Requested)

  • Financial Report Analysis

  • Budget & Forecasting

  • Fixed Asset Management

  • Hiring Services: Accounting Staff

QuickBooks Support & Training

  • Phone Support

  • Remote Desktop Support

  • Software Training

  • Conversion/Implementation Services

  • Software Update Services