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. 

Contact Us Today