The common approach to all services we provide, is to customize the services we perform based on your needs, desires and budget. We will work closely with you and keep you informed to avoid surprises and stay on budget.
A/R & Billing
Invoice preparation
Statement preparation
Mailing of Invoices and/or Statements
Receipt Processing
Deposits
Aging Reports
Collections
Payables Management
Invoice processing
Payment processing
Mailing of invoices and/or payments
Statement reconciliation
Aging reports.
Financial Reports
Income statements
Balance sheets
Supporting schedules
Sales/Expense Projections
Cash flow projections
Compliance documents, etc...
System Design & Implementation
Assist with system evaluation and selection
Creating an implementation schedule
Entry of core data and historical data
Training and Support.
Year End and Other Services
GL account reconciliation
Supporting documentation preparation
Depreciation reports
Compilation of financial information for tax preparation
Tax returns
Tax Planning.