We will take your existing accounting records and true them up to a current and accurate state by reconciling all bank and credit card transactions and ensuring that they are categorized appropriately.

Our core Accounting services include:
- Bank and credit card reconciliation
- Bank and credit card coding
- Invoice payment application to customer invoices

We will set up your new account/entity within the client's preferred cloud-based accounting software system to ensure it's structured correctly from the get-go and optimized for professional accountants to manage ongoing. 

We will record monthly journal entries in the general ledger as required to match revenue and expenses through the appropriate time period. We will prepare financial statements on a recurring basis. This may also involve more complex accounting tasks, including Accruals, AP, Entering bills, Amortizing pre-paids, etc.

We will integrate a third-party software to consolidate all of your accounting entities. This will provide you with a single, high-level view of all entities within one system/interface.

We can take your existing books in your current accounting system and migrate them to a new, cloud-based system for improved performance, accuracy and access. This migration includes current + prior year of historical data.

White glove advisory services include monthly meetings or consultations with the client (typically ~1 hour) where we review their financials together and prepare variance reports and other relevant data/analytics to help guide critical decision-making in the business. 

We will prepare, e-file and distribute the your Form 1099's as required and according to information provided for by the client.