Financial Setup and Ongoing Support

We can quickly set up a system of technology, processes, and procedures for tracking and managing your finances, keeping your accounting records updated, and giving you deeper insight into your financial performance, all while saving time and money. We can provide the following:

  • Record, classify, and reconcile financial activity (between books and bank records) to keep financial records timely and accurate
  • Set up and maintain technology for expense tracking, invoicing, document management, time tracking, etc.
  • Create and present financial statements
  • Support budgeting and benchmarking analyses
  • Accounts payable (A/P) management
  • Accounts receivable (A/R) management