We offer a number of on-location and remote financial and operational services to assist small business owners achieve efficient daily operations.
Small Business Services
Services include but are not limited to:
We provide a range of full service bookkeeping and Controller services from weekly transactional processes to monthly or quarterly reconciling and review to ensuring that the Executives and /or Owners have an clear understanding of their finances.
- Accounts receivables
- Accounts payables
- Credit card statement transactions and reconciliation
- Bank account reconciliation
- Expense account management
- Payroll and 401K administration through processing companies.
- Financial reporting
- Quickbooks set up, intergration and management on Desktop or Online versions
- Working directly with CPA / Tax Accountant / CFO to prepare for taxes. We do not provide tax services.
Operations & Processes
We provide assistance in translating your operational ideas and vision into written down form ready for implementation or reviewing and making recommendations and edits to your current documents.
- Company Handbook
- Company Processes
- Company Policies
- Job specific descriptions and tasks
- Not to include contracts or other legal documents
Website and Social Media Management
- Management of websites on WordPress and Square Space platforms
- Management of upgrade and/or development of new sites
- Keeping all sites up to date with plugins and relevant content
- Marketing promotions and advertisements
Services and fees as outlined by the State of Maryland.
Organizing & Record keeping
General organization, filing, sorting, inventory management and record handling
We can provide one time or re-occurring services at an agreed upon increment. Services are provided at an hourly depending on the requirements. Please contact us directly to discuss your needs and to learn more.
We accept cash or credit card payments, via Square.