For many of our clients, such as those on QuickBooks Online, Xero, Wave, Zoho Books your accounting technology is entirely cloud-based, making ease of access simple. While we’re maintaining your records, reporting and financial information, you maintain real-time access to everything you need. Our Remote Accounting Services and Business Advisory division, is your full-service strategic business partner, committed to helping you run your business more smoothly. We provide a full range of remote services to entrepreneurs, small businesses, and non-profits that remove burdens and streamline processes.

Remote Full-Service Bookkeeping (Weekly, Bi-Weekly, or Monthly)

• Data Entry/Download of Financial Transaction

• Reconciliation of Bank, Credit Cards, and Loans

• Journal Entries for Payroll, Accrued or Pre-Paid Expenses

• Entry of Cash Receipts/Petty Cash

• Financial Reports

• Year-to-Date Profit & Loss Statements

• Balance Sheet

• A/P Aging Summary

• A/R Aging Summary

• Monthly Financial Review Call to Owner or Manager

• Add-On Services

• Bill Pay through bill.com

• Sales Tax Filing

Financial Review Services (Monthly or Quarterly)

• Review of Client-Entered Accounting Transactions and Reconciliations

• Financial Reports

• Year-to-Date Profit & Loss Statement

• Balance Sheet

• A/P Aging Summary

• A/R Aging Summary

• Monthly Financial Review Call to Owner or Manager

CFO Services (As Requested)

• Financial Report Analysis

• Budget & Forecasting

• Fixed Asset Management

• Hiring Services: Accounting Staff

Software Support & Training

• Phone Support

• Remote Desktop Support

• Software Training

• Conversion/Implementation Services

• Software Update Services