Services
Advisory & Consulting
- Strategic Planning & Development
- Key Performance Indicators & Metrics
- Budgeting & Projections
- Cash flow Forecasting
- Operational Assessment
- Process Automation & Efficiency Implementation
- Workflow Improvement
Bookkeeping & Accounting
- Daily Transactions
- Bank & Credit Card Reconciliations
- Sales Tax Filings
- Time Billing & Invoicing
- Payroll
- General Ledger
- Accounts Payable
- Accounts Receivable
- Inventory
- Fixed Assets
- Work in Process
- Job Costing
- Financial Reporting
- 1099 Filings
- Coordination with External Tax Preparer
- One-time Clean up
Purchasing & Procurement
- Design Procurement
- Vendor Quote & Pricing Requests (RFQs)
- Proposal Creation
- Order Placement per Approved Proposal
- Order Tracking
- Order Status Reporting with ETAs
- Lead Time & Backorder Updates
- Payment Discrepancy Resolution & Item Pricing Updates
- Reporting & Optimization
Software Migration
- Period End Balances
- Address ID Lists
- Tax Locations
- Items & Images
- Open Proposals, Purchase Orders, & Unbilled Expenses
- Open Invoices & Bills
- Products & Inventory
Account Setup
- Company & Reporting Defaults
- Employee(s)
- Address IDs & Defaults
- Chart of Accounts
- Rooms & Room Lists
- Tax Locations
- Sales Codes & Other Costs
- Activities & Time Rates
- Products & Inventory
- Custom Reports
Software Training
- Software Integration
- New User Set Up
- Address IDs & Defaults
- Rooms & Room Lists
- Tax Locations
- Sales Codes & Other Costs
- Items & Images
- Employee Activities & Time Rates
- Products & Inventory
- Money In & Money Out
- Bank Imports & Reconciliations
- Time Billing & Invoicing
- Document Management
- Client & Vendor Portals
- Accounting Workflow
- Reporting
- New or Advanced Features
- Troubleshooting & Resolution
- Custom Training Videos & Materials