Cloud-based Accounting Services

It's our goal to help your business succeed by providing accurate and real-time financial data.

Accurate Monthly Financial Reports

Everyday a dedicated, controller-level, accountant will update your accounting records, properly categorize your transactions to a pre-approved chart of accounts and provide you with an accurate monthly Income Statement and Balance Sheet. 

Back-Office & Accounting Services

We understand that running a business has it's challenges and rarely is there time to focus on the accounting records or manage the activities of a bookkeeper. Our experienced small business accounting professionals will customize our accounting services to handle the day-to-day tasks and provide you peace of mind that job is getting done. Our services include everything from paying vendors, producing customer invoices, filing sales and/or payroll tax returns, prepare an issue 1099 forms  to updating your QuickBooks.  Other services include:

  • Accounts receivable and accounts payable management

  • Recording of monthly transactions and general ledger maintenance 

  • Cash receipt application

  • Cash disbursement and credit card coding of transactions

  • Chart of account and general ledger maintenance

  • Budgeting, forecasting, and cash management 

  • Reconciliation of balance sheet accounts and month-end close procedures

  • Variance analysis of income and expense accounts

  • Preparation of monthly cash or GAAP basis financial statement

  • Regulatory reporting

  • Managed payroll

  • Customized key performance indicators

How We Help…

 

  • Allows you to focus more time on your business

  • Enhances the efficiency and effectiveness of your organization

  • Improves decision making with real-time information at your fingertips

  • Navigates the business through opportunities while recognizing risks

  • Drives improved profitability and achievement of growth objectives

Real-time Monitoring

You can monitor your company's sales and expenses from your laptop or from the QuickBooks Online Mobile App in real-time. Your dashboard provides a plentitude of pertinent financial data, including profit and loss, sales, invoice status, expenses and bank cash and credit card balances. 

Year-End Service & Tax Time

Our team of US-based accountants will expertly prepare your financial data for year-end tax time.  We take the pain out of preparing you for tax time. We provide all the necessary financial statements, account reconciliations, supporting schedules and documents for your tax preparer. Through a secure link, we provide your tax preparer direct access to your QuickBooks Online account and avoid emailing sensitive information. We will even work directly with your CPA or tax preparer if they have any questions. 

 

Our year-end packages include the following, for any tax structure (sole-proprietor or SMLLC, partnership, S-Corp and C-Corp):

 

  • Balance Sheet

 

  • Income Statement

 

  • Trail Balance

 

  • General Ledger

 

  • Account Reconciliations

 

  • Payroll Reconciliations

 

  • Fixed Assets & Book Depreciation Schedule

 

  • Journal Entry Log

 

  • 1099 Vendor Summaries

 

We guaranteed our year-end report and doc package will satisfy any IRS and/or State auditor.  

 

Learn more about our tax services >>>

    

Our Accountants & Bookkeepers

Domiciled & Educated in the USA

Our accountants and bookkeepers go through a rigorous screening, including a criminal background and credit check. All are domiciled in the U.S. and possess a business degree from a U.S. college or university. A minimum of three years of work experience in public accounting is a requirement. 

 

Continuing Professional Education

We provide quality professional services. To maintain their professional competence, our accountants and bookkeepers are required to complete a minimum of 20 hours continued professional education (CPE) per year or as required by state professional licensing rules.  

 

Accessibility 24/7

Our accountants and bookkeepers are accessible after normal hours and we provide client support by a MOD (manager-on-duty) to field late night questions or concerns. 

   

Cloud-Based Accounting Software Features

Protecting your financial data is our #1 priority. That's why our accounting service runs exclusively on Intuit's web-based QuickBooks Online. 

Security Features

 

  • Intuit’s professional staff and automated tools monitor service and security performance for problems 24 hours a day, 7 days a week. Their production equipment is housed in both Intuit-operated and Amazon Web Services (AWS) data centers with 24x7 physical security, full-time security guards, video surveillance, and alarms to prevent high-tech breaches. All of their data centers have uninterruptable power supplies and backup generators for use in case of a power outage and complex smoke and flood detection and fire suppression systems. ​

  • Intuit uses industry-recognized security safeguards to keep your financial data private and protected. With password-protected login, multi-factor authentication, firewall-protected servers and state of the art encryption technology for data at rest and in transit, we have the security in place to give you peace of mind.

  • Data backups are done automatically for you. Your information is saved using the same processes and security practices that handle millions of online tax returns each year. You get the convenience of automatic offset storage without the extra effort and cost of creating and managing physical backup copies on your own. Should the unexpected ever happen to your own computers, all of your data will still be accessible to you from any computer connected to the Internet.

  • Your privacy. Intuit follows a strict set of guidelines and practices to protect all your private information. They do not sell, rent or share your information with third parties for their promotional use, and they don’t allow our their employees, contractors, data center workers or other personnel to see, use or change your data without your permission.

  • QuickBooks Online offers unique Always-On Activity Log and Audit Trail features, which record every user who logs into the service and any changes made to every financial transaction. The Always-One Activity Log is a complete record of activities, while the Audit Trail is an easy-to-read history of all changes to a specific transaction. Since this feature can never be turned off by a user, nothing can happen to your records without you or your accountant knowing about it.

Small Business Features

 

Paperless receipt tracking

Capture receipts on your phone. Snap a photo of your receipt and easily attach it to any transaction using the QuickBooks mobile app.

 

Create and send business forms
Create custom, professional invoices, sales receipts and estimates that you can send in minutes.

 

Take control of your cash flow
Enter bills from vendors, and pay them only when they are due. Schedule recurring payments to save time.

 

Smart invoicing

Accept payment right in the online invoice. Customers can pay by credit card, Apple Pay, free ACH bank transfer, or over the phone. Get real-time alerts when customers view and pay invoices. Automated reminders let customers know payment is due.

 

Taxes done right
No more doom and gloom come April. With automatic expense tracking and sales tax calculations you’ll always be prepared.