Interior Design
Accounting Services

Your service package with us is completely curated to your unique needs. We offer a range of personalized options and additional services that can be combined to best fit your situation.

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    Custom Plans - Everytime

  • Business analysis icons including a document with a magnifying glass, a bar chart with an upward trend, a calculator, and a pen.

    Monthly Accounting

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    Analytics Made Easy

  • Icon of a financial document with a dollar sign, a pen, and a check or signature line, representing financial writing or signing.

    Overdue Books - Done!

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    Product Procurement

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    Financial Confidence

Service Menu

A customized package will be prepared for you following a discovery call with our Director of Client Services.

  • We offer monthly recurring bookkeeping packages that are customized to fit your needs. 

    • Recording daily transactions

    • Reconciling bank and credit card accounts

    • Preparation of financial reports

    • Communication with your CPA

    • Payroll processing, including payroll tax filing

    • Sales Tax and government reporting, including optional filing of 1099s in January each year

    • Accounts Receivable (Invoicing & Time Billing Support)

    • Accounts Payable (Bill Payment Support)

    • Purchase Order Management, including inbox management

    • Job Costing

    • E-Commerce Support

  • We offer a variety of Financial Planning and Analysis (FP&A) programs to proactively address common issues and questions from our clients.

    • Weekly Accountability Meetings

    • Quarterly Financial Review Meetings

    • Monthly Financial Review Meetings

    • Monthly Transfer Recommendations for Savings

    • CFO Program

    • CFO for a Day Program

  • If your bookkeeping is not up to date, we can provide retroactive bookkeeping services to ensure that your business finances are accurate and compliant. 

    • Transaction Catch-Up

    • Reconciliation Catch-Up

    • Sales Tax Review and Audit

    • Comparison of project management system data to QBO data

    • Accounts Receivable / Payable Review and Audit

  • In Q4 2024, we will begin offering procurement services. We will act as an agent on your behalf to offer full-service Furniture, Fixtures, and Equipment (FF&E) procurement management.

    Billing Support

    • Purchasing Support

    • Status & Tracking Support

    • Warehousing Support

    If you are interested in learning more about procurement services, please complete this form so that we can follow up with more information when we launch the program.