CPA & Consulting Firms

Are you spending too much energy on the “shoe box” clients?

Are you realizing less profits because you have staff tied up on bookkeeping when they should be working on tax preparation services?


Contact us today!

We can function as your dedicated back office handling bookkeeping tasks for your clients, such as:

  • Coding & Entering Bank & Credit Card Transactions
  • Bank & Credit Card Reconciliations
  • Processing Payroll & Entering Payroll Transactions
  • Coding & Entering Accounts Payable Invoices
  • Preparing & Emailing Accounts Receivable Invoices
  • Creating & Utilizing a Period Closing Checklist
  • Period Closing Journal Entries, such as Accruals, Depreciation, etc.
  • Preparing Financial Statements