Dedicated Resources to Help Manage Your Client Accounting Services Practice

We're an Extension of Your Team

Our clients receive scalable dedicated teams for bookkeeping, accounting and financial analysis delivered through an easy to use work management platform. Our teams work as seamless extensions of your own and are 100% dedicated to working on your accounts.

Backoffice Accounting Services to Support your Client Accounting Services Practice

Our teams take responsibility for back-office support, freeing you to spend more time serving your clients.

Accounting Services

  • Costing, vertical & Horizontal analysis 
  • Management of cash balance by funds 
  • Prepare for and support the annual audit. 
  • Yearly budget preparation & periodical analysis 
  • Setup and maintain a fixed-asset sub-ledger for accountability and calculating depreciation 
  • Develop operating and capital budgets and integrate with financial reporting 
  • Form 990 Reporting
  • Design chart of accounts 
  • Preparation of financial statements
  • Statement of Financial position (balance sheet) 
  • Statement of activities (income statement by fund) 
  • Cash balance by fund 
  • Support financial forecast component to long-range strategic planning. 
  • Cash flow preparation and forecasting 
  • Conduct special financial analyses.

Bookkeeping Services

  • Accounts Receivable
  • Accounts Payable
  • Reconciliations
  • GL Accounting
  • Recording to Reporting Activities
  • Payroll Activities

Software

Transparency & Control

We use technology and process to ensure you’re always in control of the work we do.

Work Management

We can work with your existing practice management software to manage the work. We also offer task management through our partnership with Monday.com – an award winning WorkOS that can be configured to match your process.

Team Dashboards

Our Team Utilization and Allocation dashboards let you know at a glance how effectively you’re using your teams – How is my team being utilized? What is my team working on? How efficiently are they working?

Contact Us

Contact us with questions or to tell us more about your needs.