Services

We specialize in the following technology and practices:

  • Data Analysis & Visualization: Power BI, Excel, Power Query

  • Business & Real Estate Modeling

  • Accounting: QuickBooks Online, QuickBooks Desktop, Excel

  • Accounts Payable & Receivable

  • Supplementary Softwares: Conversion (PDF -> Excel, PDF -> QuickBooks), Check Printing

 

We review and audit our client’s financial reports to help business owners better understand their financial performance, prepare for the future, and integrate financial systems within their companies.

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Outsourced CFO

 

We provide monthly, quarterly, and yearly bookkeeping for the purpose of producing financial reports that give you insight into your business and aid in tax filing year-to-year.

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Bookkeeping & Financial Reports

 

Quickbooks & Software Integrations

Quickbooks® can help your business run more smoothly with integrated reporting, invoicing, payroll and bill payments. We help our clients adjust their systems to the best fit for their business. We are proficient in Quickbooks Desktop® and Quickbooks Online® integrations. We also use tools such as Bill.com® and other systems for use with AR/AP, and help our clients find other softwares and technology to fit their needs.

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We use a variety of Business Intelligence and analytic tools to take your ideas and build comprehensive models to help with future projects or day-to-day operations. Our models can be built to be used in-house or as single reports built for distribution.

Click Here for a Sample Power BI Dashboard

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Financial Modeling & Visualization

 

Have a specific financial project you need help with? We’ve helped many clients with special projects including Real Estate Analysis & Modeling, Business Modeling, 2-5 Year Projections & Pro-forma, Compiling Financial Reports for Lending Applications, Commission Systems Calculations, Membership Tracking, and developing ways to track analytics specific to their situations. We can help you too!

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Special Projects