Accounting Services

The good news is you can still get an accounting department while only paying for what you need. We work with business owners like you to create customized accounting services packages based on your company’s unique needs.

Our Accounting department strives for Accurate, Consistent and Timely (ACT™)  financial information to make smarter and more informed decisions. Other objectives of our accounting department are to:

  1. Relieve the business owner of accounting tasks and/or oversight
  2. Provide services by a team of professionals, that understand debits and credits
  3. Provide a dedicated team so your business is not reliant on 1 person (the next man up model)

Accounting Department – a Team Led by a Controller

A small business earning more than $750,000 in annual revenues is ready for an accounting department.   As an owner-operator you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits. 

Depending on your needs the following services can be included as part of your company’s customized monthly accounting department package: 

  • The comfort of knowing that a professional is overseeing, protecting and constantly working with you to improve the financial side of your business
  • Improved quality and timeliness of financial information
  • Budgeting and forecasting
  • Cash flow projections
  • Loan package creation
  • Accounting process setup, improvement, and documentation
  • Accounting system selection, setup, customization, and training
  • Chart of accounts optimization
  • Accounts receivable support and analysis
  • Inventory setup, reporting and analysis
  • Job costing setup, reporting, and training
  • Internal control review to reduce the risk of fraud and other management risks
  • Key performance metrics selection, setup, and review
  • Financial training to elevate skill sets of employees and owners
  • Financial report reviews and interpretation
  • Compliance with financial reporting rules and regulations
  • DCAA compliance
  • Audit assistance and coordination with an external auditor
  • Recordkeeping
  • Transaction coding
  • Bill pay
  • Payroll
  • Bank account reconciliation
  • Income statement generation
  • Balance sheet generation
  • General ledger clean-up
  • Clean-up and catch-up services

To get started, here’s what you can do next:

We are happy to answer your questions. Naturally, there is no cost or obligation to sign up for our newsletter or to book a Discovery session.