Many small businesses require a business manager/controller on a part-time basis and we do just that. Our business management/controllership package provides full service bookkeeping and ensures accounting is always up to date. Beyond bookkeeping, we also provide additional supports to our clients from budget forecasting to working directly with the CPA for year end close out and tax compliances.

Call us today to find out the cost saving in outsourcing your bookkeeping/financial management functions and how we may best serve you. Please keep in mind that our business management/controllership services are typically done off-site at our office only, excluding any on site meetings.

Below is a list of services that we typically offer to our clients...
  • Mail pick up/drop off on a bi weekly basis
  • Quicken & Quickbooks setup and maintenance
  • Generate monthly financial reports and graphs
  • Tax planning and tax preparation support
  • Bank Deposits/payments and Misc. errands
  • Setup monthly spending budget & reduce debt
  • Bookkeeping support for self-employed clients
  • Schedule payments for upcoming bills
  • Reconcile monthly financial statements
  • File and organize all financial documents
  • Contact vendors regarding billing issues
  • Research on personal finanical issues