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Services

Everything that keeps the business running.

Ten service lines, engaged as a full package or in the pieces you need. Scope is set per client and updated by written agreement.

01

Executive & administrative management

Day-to-day oversight of operations, so the routine decisions and administrative load stop landing on the owner.

02

Business consulting & strategic advisory

Guidance on business decisions, planning, and long-term strategy, grounded in your actual numbers.

03

Bookkeeping & general ledger maintenance

Accurate, current books, so you always know where the business stands without reconstructing a quarter first.

04

Financial statements, budgeting & cash flow

Clear financial reporting, budgets, and cash flow management to support decisions before they are urgent.

05

Payroll administration & payroll tax reporting

Payroll processed accurately and on time, with payroll tax reporting handled and filed for you.

06

Sales & income tax preparation

Preparation and coordination of sales and income tax filings, on the calendar rather than at the deadline.

07

Compliance, vendor & banking support

Support staying compliant and managing the vendor and banking relationships the business depends on.

08

Liaison services

Direct coordination with attorneys, accountants, lenders, and government agencies on your behalf.

09

Licenses, permits & insurance

Help securing and maintaining the licenses, permits, and insurance your business is required to carry.

10

POS system setup & maintenance

Point-of-sale systems set up and maintained so checkout, reporting, and reconciliation stay reliable.

How we charge

Three straightforward structures, combined to fit the engagement.

Monthly services

A flat monthly fee covering standard accounting and administrative services.

Management fee

A flat monthly amount or an agreed percentage of gross sales.

Hourly

For work outside the standard scope, plus travel time and expenses.

Let's scope the right package.

Tell us what the business needs and we'll put a proposal together.

Request a consultation