• Accounting Update & Financials*
• Bookkeeping Start-Up, Clean-Up, and Reorganization
• Payroll Processing & Management
• Payables Processing & Management
• Billing / Receivables
• 1099 Filing / W9 Collection
• Filing Coordination Service & Filing Submission
• Business Mastermind & Consulting
• BOI / FinCEN Annual Reporting
  

• Tax Filing Services (Business, Non-Profit, Personal Returns)
• Business Federal Tax Returns
• Personal Federal Tax Returns
• CPA Consultation
• Audit Services

• CFO Scorecard / Company Scorecard
• AR & AP Oversight
• Recurring Charges Audit
• Cash Flow Management
• Forecasting
• Budgeting
• Analysis
• Recurring Meetings with Management Team

• Systems Management (Overseeing That Systems and Workflow are Smooth)
• HR & Team / Staff Support (Recruiting, Onboarding, Employee Reviews, Performance Reviews, etc)
• Regular Check-Ins (Accountability, Prioritizing, Brainstorming, Decisions, etc)
• Morning Huddles (Reviewing and Prioritizing Day, Support, Emails, Green Lights, etc)
• Customer Database Management (CRM, etc)
• Organizing Files
• Calendar & Schedule Support
• Growth & Strategy Support
• Project Management
• Dedicated Emails (For Your Internal Support, Client Correspondence, etc)
• Forms & Business Documents (Reviewing, Drafting, Creation)
• Customer Satisfaction + Feedback
• Asana Build-Out / Management
• Marketing / Social Media Assistance
• CalSavers Account Registration / Management
• Workers Comp Account Set-Ups / Quotes / Audits

*Our packaged accounting services includes preparation, review, and submission of your financials for your CPA. Also available: quarterly or periodic packages.