Quickbooks consulting & installation

• Choosing the right accounting software
• Setting up an initial Quickbooks file with a robust chart of accounts
• Services related to moving from one accounting structure or method to another

Outsourced accounting services

• Process daily/weekly receipt and disbursement transactions
• Monthly closing process:
  • ​reconcile bank statements
  • reconcile other balance sheet accounts
  • record accrual basis adjusting journal entries
  • record non-standard adjusting journal entries
• Payroll services
• Assist with annual attest work performed by outside accounting firm
• Job costing and AIA billing assistance

CFO services

• Cash flow analysis
• Produce internal financial statements for management
• Provide customized reporting
• Assistance with Board meetings

Budget preparation, management & other analysis

• Budget preparation
• Grant accounting assistance
• Analysis of P&L activity

human resources consulting & finance personnel recruiting

• Health plan implementations
• 401(k) plan assistance
• Recruiting employees