Precision Counts
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Services

Accounting is only the beginning.

The list of services we provide our clients is restricted only by the extent of their needs and the limits of their imaginations. We approach each opportunity with the same mindset – that every client is unique and every solution should be tailored to meet that client’s specific needs.

Accounting

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Month-End/Quarter-End/Year-End Close
Invoicing & Accounts Receivable
Accounts Payable & 1099 Reporting
Tax & Audit Work-Paper Preparation
Accounting Policies & Procedures
Internal Controls & Process Improvements
Bank & Credit Card Reconciliations
Expense Reporting
Payroll Management

Financial Reporting

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Balance Sheet & Income Statement Analysis
Cash Flow Tracking & Forecasting
Budgets & Forecasts
Board Presentations & Financial Packages
Regulatory & Compliance Filings

New Business Consulting

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Accounting System Selection
3rd Party Solution Evaluation
Financial Plan Development
Business Growth Strategy

Software Integraton

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Accounting System
Bill Payments
Expense Management
Invoicing
Merchant Account Services

Human Resource Services

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Payroll Setup & Processing
New Employee Onboarding
Recruiting
Insurance Selection

Forensic Accounting

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Initial Evaluation
Strategy Development
Compilation of Audit Documentation
Reporting & Financial Analysis
Expert Testimony

Training

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QuickBooks
Bill.com
Expensify
Accounting 101
Finance 101

Estate & Trust Accounting

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Financial Document Collection
Confirmation of Assets Held
Creation of Accounting Schedules
Transaction Allocation between Principal and Income

Read what our clients have to say about us

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Quickbooks Certified Desktop & Online ProAdvisor Xero Certified Advisor CalCPA ALCPA

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