We provide start-ups with the peace of mind that comes from knowing their accounting information is accurate, reliable, and audit-ready. Whether delivered onsite, virtually, or through a combination of on- and offsite time, our services are tailored to meet each client’s unique needs.
State and local tax
Accounts payable and accounts receivable
We manage client contracts and key documents to ensure they are properly executed and all contractual obligations are tracked and satisfied.
We understand NEXUS, and we work with our clients and their tax advisors to ensure compliance in the states in which they operate. We also coordinate ongoing tax planning to find the right tax strategy for our clients.
To ensure a smooth business rhythm we manage payments to vendors, employee expense reports, and client billing and collections.
Financial reporting and forecasting
Reliable monthly close
We manage all aspects of payroll processing including state and local tax filings.
Our financial reports and dashboards are designed to meet the needs of investors, management teams, bankers and anyone else who relies on accurate financial information.
We complete an audit-ready close of the books within seven business days of each month-end.
Integration with online solutions
We go beyond bookkeeping to ensure that client financial statements are prepared in accordance with Generally-Accepted Accounting Principles (“GAAP”). When our clients are audited, the process goes smoothly.
Whether our clients use QuickBooks online (or other accounting systems), or use online banking and payroll services, we can manage financial operations remotely as if we were sitting at the next desk.
All accounting records are securely stored and organized in the Cloud, easily accessed by authorized individuals.
Cash flow forecasting
We track where cash is spent and how long it will last.