Our Small Business Services
FINANCIAL MANAGEMENT
- Bookkeeping: Manage daily transactions
- Payables & Receivables: Management of vendor, supplier & customer invoices
- Billing: Process monthly invoices to clients
- Reporting: Monthly financial reporting
- Planning: Reporting and advice to support growth
- Budgeting: Management of annual budget process and year-end planning
PAYROLL & HR ADMINISTRATIVE SERVICES
- Payroll: Management of payroll processing and recordkeeping
- Compensation: Partner/Owner distributions
- Planning: Reporting and advice to support growth
- HR Administration: Management of employee personnel files and processing of new hire and termination paperwork
- Benefits Administration: Management of annual benefits renewal and Open Enrollment
- 401k Administration: Manage 401k compliance
CONSULTING
- Reporting: Preparing special analysis reports that indicate the health of departments and the company
- Policies & Procedures: Development of internal policies and procedures for personnel and administration
- Organization: Develop organizational systems of paper recordkeeping, digital document management systems, and workflow processes
- Mergers & Acquisitions: Financial planning and administrative support for mergers and acquisitions