Services

Our packages meet the needs of most small / mid-size companies.

Upgrade any of the plans below to the Rx version, designed especially for Healthcare Practices.

 What’s Included?
BOOKKEEPER
CONTROLLER
CFO
Bookkeeping X X X
Payroll Services X X
Bill Pay X
Invoicing X

Our bookkeeping package handles the day-to-day transactions so you can have trusted data to make business decisions.

Get started with…

  • Reconcile Bank Accounts
  • Reconcile Electronic Transactions to QuickBooks
  • Reconcile Credit Card Accounts Prepare Sales Tax Reports
  • Prepare Monthly Financial Statements
  •  Prepare 1099’s
  • Quarterly Video Conference to Review Financials

Our Controller services offer the sound financial analysis that businesses and healthcare practices need in order to grow.

Includes services in the Bookkeeper Plan and adds on….

  • Bookkeeper Plan +
  • Prepare Payroll
  • Employee Access & Assistance w/ Payroll
  • New Hire Set-Up
  • Pension, Benefit, & Garnishment Remittance

Key performance indicators and strategic business consulting becomes essential to the growth of your organization or practice. Our CFO services focuses on the forward thinking of your business to ensure healthy financial growth and to continue to gain market share within your specialty.

Includes services in the Bookkeeper Plan & Controller Plan and adds on…

  • Bookkeeper & Controller Plan +
  • Bill Pay
  • Invoicing
  • Strategic Financial Consulting

Helps new business start off keeping accurate and timely financial data.

  • Software Set-up
  • Accounting Software Training
  • QuickBooks Pro-Advisor Discount