Bookkeeping & Accounting
Overview
SMB Services Bookkeeping & Accounting services leverage the skill of an expert team and novel technologies to facilitate the transformation of your small and medium-sized business. We provide Business Intelligence Dashboards for a holistic real-time view of your company's spending, sales, profitability, supply chain, inventory, and other key performance indicators.
Worry no more about balancing your books. We take care of all your financial needs from bank reconciliation to cash flow management, with services including weekly, quarterly and monthly standard reporting on profit and loss balance sheets, and specialized reporting on employee efficiency, fund flows and break-even analysis. Our responsibility is to create a sound financial foundation for data-enabled tactical decision-making.
Trust SMB Services for a precise assessment of company performance and health metrics, serving as your catalyst for growth. Partner with us for an exceptional personalized back-office outsourcing experience.
Reconciliation Reporting
Credit Cards
Customer Invoices
Collections
Vendor Invoices
Payments
Payroll
Activities Management
Invoicing
Payroll Processing
Accounts Payable
Accounts Receivable
Treasury Management
Fixed Asset Transactions
Controller-level Services
Top-down Budgeting
Financial Statement Preparation – Reviews and Compilations
Corporate
Filing
Federal tax ID / EIN filing
DBA (Doing Business As) filing
transforming
your business
The SMB Way
When you trust us with your accounts, we assign to each task a relevant professional with the necessary tools and software compatibility. Each member of the team is valued for their functional expertise, showcasing the very best of resource optimization to provide efficient quality assured services.
We address your concerns swiftly, supported by a single, up-to-speed point of contact for overall operations. There is no cookie cut formula for how we serve you. You decide what you need, we make it happen.
Consultation
Communicating requirements for bookkeeping & accounting, SMB Services consults on your needs accordingly
Planning & Analysis
Presenting plans customized to your specifications, beginning with an informed gap analysis
Proposal
Mutually agreeing to scope of work such as reported deliverables, timelines and KPIs
Implementation
Executing agreed upon plans after ensuring your existing books are cleaned up and reconciled
Reporting
Keeping you up to date with daily, weekly and monthly reports
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