Our Services

With our outsourced accounting and CFO services, you can expect regular interactions regarding your financial operations from a dedicated team serving your organization. Our service levels are fully customizable to meet the needs of the organization and can include any or all of the items below:


  • Credit Card Management
  • Recording of Deposits
  • Monthly Account Reconciliations
  • Journal Entries
  • GAAP Adjustments
  • Audit Preparation

Financial Reporting

  • Monthly Financial Statements
  • Monthly Financial Write-Up and Analysis
  • Production of Annual Financial Reports
  • On-request Financial Reporting


  • Payroll Processing
  • Time Sheet Management
  • Payroll Tax Filings:
  • State and local tax filings
  • 941s
  • W2s and 1099s

Accounts Payable Processing

  • Cloud-based A/P processing designed to increase flexibility while enhancing internal controls.

Planning & Analysis

  • Forecasting
  • Variance Analysis
  • Budgeting
  • Trend Analysis and Reporting


  • Board Presentations
  • Bank Negotiations
  • Process Improvements
  • Financial Recommendations