Consulting & Financial Reporting
Our Services
Outsourced Controllership
Write-up services are out, accounting oversight is in. Having your CPA enter transactions and reconcile accounts to produce financials or prepare tax returns is inefficient and too expensive. We provide a standard process and only accept clients that adhere to that process. Transactions are entered by your staff, on your GL software system, QuickBooks Online, or other cloud based system.
Bank accounts are enabled for electronic banking and transactions download daily to the system. We access the GL at month end, tie in control totals, make recurring journal entries and deal with non-recurring transactions. We compile the financial statement and review them with management providing an efficient, affordable financial reporting system.
