Services

Accounting & Bookkeeping

  • Monthly bookkeeping
  • Bank and credit card reconciliations
  • Accounts payable management
  • Accounts receivable management
  • Financial statement preparation
  • General ledger maintenance
  • Payroll support and coordination
  • Budget preparation
  • Cash flow monitoring
  • Month-end and year-end close assistance
  • Accounting system setup and cleanup
  • QuickBooks and accounting software support

Financial Management Services

  • Financial reporting
  • KPI and performance tracking
  • Financial analysis
  • Profitability reviews
  • Cost control analysis
  • Cash flow forecasting
  • Budget-to-actual reporting
  • Financial process improvement
  • Internal control recommendations
  • Business financial health assessments

Business Operations Consulting

  • Business operations assessments
  • Workflow and process improvement
  • Standard operating procedure (SOP) development
  • Department efficiency reviews
  • Management reporting systems
  • Administrative process optimization
  • Restaurant operations consulting
  • Overall operations consulting
  • Multi-location business support
  • Organizational structure reviews
  • Vendor management process reviews

Compliance & Administrative Support

  • Business formation guidance
  • EIN application assistance
  • Sales tax filing support
  • 1099 preparation support
  • Record retention organization
  • Lease and title paperwork organization
  • Vendor onboarding documentation
  • Document management systems

Notary Services

  • Traditional notary services

Business Health Check Service

Business Financial & Operations Health Check

  • Review bookkeeping accuracy
  • Review financial reports
  • Cash flow assessment
  • Internal control review
  • Accounts receivable review
  • Accounts payable review
  • Operational bottleneck identification
  • Written recommendations report