Company set up on our virtual platform (QBO+, Hubdoc and Drop Box). Chart of Accounts and Job Cost Codes customized to your business. Client training to insure user success. Note: clean-up of earlier periods may be subject to additional cost.

We are available by phone, text, email, or zoom when you needs us. We pride ourselves in being available to you when you have a question. This unlimited access is included with your monthly plan.

We will create a cloud storage location for all company files such as Permanent Files: Orgaizational Docs, Leases, Insurance Policies, Tax returns etc. as well as Recurring Files: Month-end accounting files, bank statements, invoices, payroll records, etc. The Data Room is available 24/7. With one click you can share reports with bankers, lenders, insurance providers and other advisors at will. Imagine the value and peace of mind having this information up to date and always available to you!

Financial Statements delivered securely to your Perpetual Data Room. Basic statements include Balance Sheet, Profit & Loss and Cash Flow Statements. Additional statements may be subject to additional cost. We’ll schedule a monthly Zoom call with you to make sure you keep your eye on the key metrics and answer any questions you may have.

This monthly file becomes a permanent audit trail (like a “trail of crumbs”) that goes from transaction to source document to General Ledger to Trial Balance to Financial Statements to “Value-Add” Reports. Notations are used so any future auditor, investor or lender can trace forward and backwards any transaction from start to finish. This completed monthly file becomes a part of the Perpetual Data Room so it is available today or 5 years from now.

Want to make your business official but don’t know where to begin? We can get your company legally registered and filed with the IRS and your state. This service is available in all 50 states.

If you are serious about growing your company, you need a “Road Map” to know the steps needed to get you there. We work with our CFO level clients to prepare the company budget prior to the start of the new year. You’ll be able to monitor your progress against the monthly budget so you can act on the data to insure continued success.

Timely job tracking reports (Budget vs. Actual) so you always know where you stand with your real estate projects. This is a “must have” tool to best manage your projects and avoid surprises. Updated daily, weekly or monthly depending on plan. With customized job costing reports, you can make data driven decisions for your business.

Accounts Payable tracking is available to accrual level clients. Our accounts payable workflow means your bills are entered only once. Once paid, the bill and payment are synced to your QBO+ file and bank account. Vendors can send electronic bills directly to our billing platform. We can also require vendors to submit the W-9 form prior to first payment to eliminate scrambling at year end when its time to oreoare 1099’s.

Accounts Receivable tracking is available to accrual level clients. We can prepare and mail invoices, record deposits and provide monthly Aging Reports. We do not provide collection services.

We are commited to your success. We look forward to a long term relationship based on service not signatures. You will never be locked into any long term contracts. Your only commitment is for current month services.