Scope of Services

We provide a variety of accounting services for businesses.  Please see details below.  

CFO – Chief Financial Officer

The CFO is a liaison between your company and the public.  A CFO plays a vital role to influence a company’s financial strategy by having great policies.  A strong financial policy manages capital funding sources to achieve the company’s goals.      

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Services Includes:

  • Business Plans
  • Capital Structure
  • Retirement Accounts
  • Bank/CC/Payroll Accounts
  • Board Representation
  • HOA Representation


Services Includes:

  • SOP Procedures
  • Budgets
  • Cash Flow
  • Government Reporting
  • Forecast
  • Variance Analysis

The controller guides financial decisions.  A great controller guides financial decisions by establishing financial policies, procedures, controls, and reporting systems.  Budgets, forecasts and cash flow reporting are the essential tools used to ensure that your company is headed in the correct direction to meet your goals.  


Sometimes just having another pair of eyes to give their perspective can help a business function more efficiently.  This is the role of an accountant.  The accountant has the knowledge to complete the fundamental accounting duties to ensure your financials are in the best shape possible.     

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Services Includes:

  • Financial Reports
  • Payroll Set-up
  • Profit & Loss Analysis
  • Financial System Set-up
  • Balance Sheet Reconciliations
  • Balance Sheet Analysis


The bookkeeper handles the in’s and out’s of the financials.  A bookkeeper guarantees proper entry of data into the variety of software need to maintain a great set of books.  It is essential that the information entered is accurate to understand the best direction for a company.       

Get Better Books

Services Includes:

  • Accounts Payable
  • Accounts Receivable
  • Payroll Entry
  • Tax Payments
  • Payroll Reporting
  • Bank/CC Reconciliation

HR Administration

Services Includes:

  • New Hire Paperwork
  • Employee Files
  • Benefit Analysis
  • Job Descriptions
  • Job Posting
  • Benefit Reporting
  • Garnishments

A company is as good as its employees.  And often the best employees comes down to the details.  Maintaining an organized, professional Human Resources record, enables the satisfaction of a company’s team.  Employees find security and peace knowing that they are being taken care of and that there are no worries about pay and benefits.