Learn more about our Financial Accounting packages here!
Accounts Receivable
Integrate and match the billings from the practice management system to QuickBooks.
Banking
Downloading checking and credit card statements from financial institution(s) on a routine basis.
Inventory Management
Understand current inventory and financial implications of such.
Accounts Payable
Receiving, entering, and paying bills.
Sales Tax
Recording, filing, and remitting Sales Tax liabilities to all jurisdictions.
Payroll Processing
Run payroll and import payroll transactions into accounting system.
Collections
Ensure invoices are paid promptly.
Reconciliation
Reconcile accounts on a cash basis.
Monthly Reporting
Create monthly balance sheet, P/L, and equity detail reports.
Year-End Close-out
Close-out financials for the year.
Onboarding
The process by which an employee comes on board and is integrated into the company successfully.
Maintenance
These are the Human Resource functions that occur at regular intervals past onboarding and prior to off-boarding.
Off-boarding/Termination
This is the process by which an employee leaves the company, whether by choice, agreement, or termination.
Financial Business Planning
Advise clients on the best ways to manage their daily cash flow.
Succession Planning
Advise clients on how to plan for their legacy, and for the future of the business.
Crisis Management
Advise clients how to proceed financially in a challenging or crisis situation.