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Virtual Bookkeeping:  With today's technology, there's no need to assign a desk or set aside funds to cover wages and benefits for a full-time, on site bookkeeper.

Let us show you how to convert your current accounting in-box and desk space into a secure IM Bookkeeping file transfer and virtual bookkeeping solution.

Call us at (301) 456-6821 and we'll tell you how. 

 

 

 

 

 

 

 

 

 

 

 

About our Services

For those who need some accounting assistance but don’t quite need full charge bookkeeping, we offer the following consulting services:

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Accounting System Setup:  Whether you’re starting a new business or contemplating the seemingly daunting task of converting your current accounting system to a new one, we have the knowledge and expertise to ensure that the process runs as smoothly as possible.

Services include:

♦ Accounting software selection	♦ QuickBooks Data file audit
♦ Installing and setting up a new system	♦ Creating or modifying a chart of accounts
♦ Setting up accounting procedures and policies.	♦ Free consultation - contact us to discuss your options

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Controller Services:  Many businesses are either too small or are simply not ready to bring on a full-time controller to oversee the financial process. For companies like these, we offer our controller services. This service allows you, the business owner, to decide how much of the daily data entry you will handle in-house and we fill in the gaps by providing support services, supervision, reconciliation and financial reporting services.

Services include:

♦ Controller on call.	♦ Financial statement preparation
♦ General ledger account reconciliation	♦ Period end closing
♦ Supervision services including daily, weekly or monthly reviews with onsite bookkeeping staff	♦ Financial statement review including meetings and Q&A with business owners
	♦ Free consultation - contact us to discuss your options

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Budgets & Forecasts:  Your accounting department and accounting system is working just fine. You’re receiving timely and accurate financials that tell you exactly how your business has performed in the past. That’s great, but what about the future? Should you hire the additional staff you’ve been thinking about or does it make sense to purchase the additional equipment you need? Budgets and forecasts are two useful planning tools that allow business owners to visualize what if scenarios and assist in the decision making process. We have extensive experience producing and using budgets and forecasts and can help you:

♦ Create a budget and/or forecast	♦ Include multiple scenarios
♦ Add your completed budget and/or forecast to your monthly financial package with comparisons	♦ Update forecasts based on actual vs forecast comparisons
	♦ Free consultation - contact us to discuss your options

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Custom Report Generation:  Many of the accounting software packages do a great job at offering comprehensive reporting options for businesses. But they don’t always have the exact report you’re looking for. Fortunately, we’re able to review your reporting needs and by combining our extensive accounting experience with our accounting software knowledge and experience, we’re often able to generate solutions that were once thought to be unsolvable.

Services include:

♦ Report design	♦ System capability review
♦ Report development	♦ Free consultation - contact us to discuss your options

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Other Services

Here are some of the other services we offer

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