Accounting Services

If our initial assessment finds the chart of accounts is less than ideal, we’ll make recommendations to improve your accounts to access clearer financial reporting. If you don’t have an accounting system set up yet, we can help get you on track quickly.

There are a lot of different systems that you need to operate your back office. We work with many and understand how the systems interact. We can help evaluate your current tech stack and implement new systems for where you need them. This could include a QuickBooks online set up, mapping your payroll system to QuickBooks, and setting up a revenue recognition platform.

As your business grows, you’ll likely be required to have a financial statement audit by stakeholders. We can help you evaluate audit firms, select the firm that is best for you, and support you during the audit process.

It can be hard to stay on track during the year if you don’t have a plan. As your company matures, your board will likely want you to report actual performance against the plan—assessing variance and course correcting is imperative. We can help establish a budget and improve management reporting.

Whether you audit or not, internal controls are important. We’ll use tools to help separate responsibilities and create multiple checks in various processes, ensuring no one has too much control or operates without accountability. This is critical to cash management and supportive across the rest of your business.