Services

We Focus On The Numbers So You Can Focus On Your Mission

Accounting & Bookkeeping

We offer a full suite of accounting and bookkeeping services that can be scaled to meet your needs.

Bank Reconciliations
Accounts Receivable Invoicing and Cash Application
Accounts Payable Processing
Form 1099 Preparation
Expense Report Processing
Payroll Processing
Credit Card Processing
Fixed Asset Accounting
Month End Close
General Ledger Account Reconciliations

Financial Reporting & Analysis

We can customize reporting packages to the right frequency and level of detail that is most meaningful to your organization.

Financial Statement Compilation
Financial Dashboards
Historical and Trend Analysis
Variance Analysis
Board / Finance Committee Presentations
Budgeting and Forecasting
Cash Flow Preparation
General Ledger Account Reconciliations
Workers Compensation Audits
Grant Management & Reporting

CFO & Controller Services

Our professionals can provide the financial leadership and strategic guidance needed to achieve your organizational growth and mission. Services can be provided on either an interim or long-term basis.

Board / Finance Committee Presentations
Budgeting and Forecasting
Cash Flow Analysis
Non-profit Restricted Funds Tracking & Analysis
Cash Management and Banking Relationship Reviews
Strategic Planning
Audit Preparation and Facilitation
Form 990 Support and Faciliation
Financial Modeling
Accounting Staff Management and Coaching
Commercial Insurance Review and Renewal Management

Business Advisory & Consulting

Our team has the experience to support you with your strategic projects and initiatives from concept to completion.

Process Improvement Analysis
Process Flowcharting
Internal Controls Assessment & Design
Internal Audits
Accounting Research
Accounting Policy and Procedure Development
Financial Software Evaluations & Implementation
System Conversions Support
Board Coaching and Financial Training
Revenue Strategy