Bookkeeping & Accounting
You have big ambitions for growth- we'll keep your books and financials in sync to help you scale
Bookkeeping
We'll setup your accounting operations and optimize your bookkeeping from the start. Need help cleaning up your finances? We're here for you.
Reporting & Planning
Our experts will guide you through your financial reports using cloud-based tools empowering you to make future business decisions.
Tax Prep
We’ve got the experience startups and small business need to prepare you for tax filings. W2s, 1099s and more. When you're ready, we offer full corporate tax services.
Audit Prep
From financials to audits- we have the experience to plan and prepare for successful outcomes.
Payroll
We're here to help you implement the right systems and processes for paying your employees and managing benefits
Due Diligence
For you or your investor, we help provide the transparency and data to confirm the business is performing at the desired level.
Accounts Payable
We implement cloud-based tools and manage best practices to ensure your bills are paid on-time.
Collections / Accounts Receivable
We reduce the amount of time you have to spend collecting from your customers. You will see a reduction in the amount of money owed to you and late payments.
Bank Accounts
We will help manage your bank accounts by ensuring balances are accurate, feeds are working appropriately and perform reconciliations to internal accounting systems.
Credit Cards & ACH
We implement online feeds to automatically import credit card and ACH payment information directly into your accounting system.
Online Expense Reporting
We implement cloud-based expense reporting solutions that automatically transfer expenses and payments into your accounting system and offer mobile apps.
Financial Reporting
We can provide the data you need on a monthly, quarterly, annual basis to make important business decisions. Typical reporting includes:
- Profit and Loss reports
- Balance Sheet
- Statement of Cash Flows
Financial Planning & Analysis
We offer financial planning and analysis of your business including:
- Financial Modeling
- FP&A Analysis
- KPI & other metric tracking
Complete Tax Prep
We can gather and prepare all the documents and information needed to take care of:
- sales & use taxes
- property taxes
- franchise taxes
- federal and state income tax
- R&D tax credit
- 1099's
- W2's
We also offer full corporate tax return preparation and filing services via a dedicated tax preparer.
Audit Preparation
As you scale, investors and banks may require audited financial statements. We can help!
We are experienced in preparing everything needed for the audit including:
- financial statements
- trial balances and supporting documents
- tax returns
- incorporated entity documents
- employment agreements
- financing documents
- other needed records
Having all documents and systems organized and easily accessible will make the process as simple and painless as possible.
Payroll Services
Our bookkeeping and accounting team will work with you to setup an online payroll solution that supports the employees you have today and those you'll add in the future. The solutions we provide will support your company growth and all state and federal compliance concerns. In addition we can help support:
- managing time & attendance
- payroll policies and procedures
- payroll data entry
- applying any R&D tax credits to receive immediate cash flow pickup against payroll tax liabilities
- benefits in payroll
- payroll tax reports
Due diligence services for funding
Whether you are the startup owner seeking funding or an investor considering an investment in a startup, we can provide the services needed to deliver the financial report and recommendations around software tools and internal controls over financial reporting. Our report typically includes:
- monthly financials (income statement, balance sheet, cash flow statement, etc.)
- bookings
- ARR analysis
- inventory
- deferred revenue projections
- cash runway
- burn rate
- variance reports
- notification of any red flags to look into further
- tax compliance
- salaries / org structure
- non-standard employees
We Leverage the Best Financial Platforms for Startups
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