Services & More

 

Professional services designed to keep your business on track.

These are our most requested services. Don’t see what you’re looking for? Contact us and tell us more…

Do You Have a Quick Question?

 

Online accounting means business owners can stay connected to their data from work, home or on the go…and so can we. Most of our services can be provided virtually right from our offices!

Don’t be surprised if we show up in jeans and sneakers. We like to get down & dirty with your books. We will arrive ready to get comfortable, dig in and get the job done! Current federal mileage rates will apply.

Our Client Commitment »

 

QuickBooks Services

  • QuickBooks Setup & Customization - QuickBooks Desktop or Online? Essentials, Plus, or Pro? We have certified QuickBooks ProAdvisors - experts - to help you decide which options are best for your business needs.

    Set up & Customization examples:

    • Chart of Accounts

    • Vendors

    • Invoices

    • Payroll

    • Online Banking

    • Integrating Third-Party Apps

  • QuickBooks Clean Up - Overwhelmed? Feeling behind? Bookkeeping not at the top of your to-do list? We’ve seen it all! Let’s get your books in order and you up to speed on the health of your business.

  • Training - Train new or current users on specific topics or entire processes.

  • Consulting - Review current setup and workflows. Provide guidance for streamlining, increased efficiency, and best practices.


Accounting & Bookkeeping Services

Our services include, but are not limited to:

  • Small Business Accounting

  • Outsourced Bookkeeping

  • Reconciliation of Bank & Credit Card Statements

  • Accounts Receivable/Payable

  • Bookkeeping Clean Up

  • Income Statement, Balance Sheet, G/L

  • Custom Reports

  • General Ledger & Journal Entries

  • Work with your CPA to Prepare Books for Tax Time


Virtual or Part-time CFO Services

Do you have growth goals? Need help creating a financial strategy that will take your company to the next level?

As a former CFO for a world leading maritime security firm, Erin has the essential skills and experience to help you:

  • Build the appropriate model

  • Focus on the key financial elements for your survival (companies can bankrupt themselves through growth!)

  • Help you plan and build a successful financial future.

Hiring a part-time CFO may be your next step.  Call us for a consultation.


Business Checks and Supplies

We have used ChecksforLess.com products for years and recommend their products to our clients for their business banking needs. ChecksforLess.com offers quality products, excellent customer service, and the “Lowest Prices” guarantee.

Affiliate Link: If you choose to make a purchase after clicking the picture, we may make a small commission, at no additional cost to you. It’s a win-win.

If you use QuickBooks, be sure to click on “QuickBooks Compatible” under “Shop By Category”.


Time Tracking and Scheduling Software

 
 

Every .75 seconds, somewhere in the world, an employee clocks in using TSheets time tracking and scheduling software. Thousands of companies in over 100 countries trust our online timesheet and drag-and-drop scheduling technology.

Employees track time using a computer, mobile phone, GPS-enabled apps, text, dial in and more with clock in / out punch card or manual timesheet flexibility. This adds up to make TSheets the #1 employee rated and requested time tracking and scheduling software on the planet.