Quickbooks Transfer / Chart of Accounts Set up / Maintenance

Case Management/Accounting Integration (CLIO, MyCase, FileVine)

Accounts Payable (Online or Traditional Check writing)

DAILY Posting bank/credit card transactions

Monthly business bank and credit card account reconciliations

Semi-Monthly Payroll Processing (Service Subscription Included - Gusto PSP)

Financial Performance Dashboard

Email and telephone support

Monthly ('virtual') financial review meeting (with owners, CPA, Tax Pro, Management Team)

Monthly basic financial reports compilation (P&L/Bal Sheet/CashFl)

Quarterly basic management reports compilation (critical KPI's)

Monthly Cash Forecast update / modeling

Real time financial performance dashboards

Quarterly Tax Strategy Tips & Entity Analysis

Accounts Receivable (Billing)

Dedicated Client Manager (Weekly Virtual Check-In)

Monthly Full management reports compilation(benchmarks & milestones)

And More