Services
operational efficiencies
Are you growing but lack the infrastructure and processes to support your growth? We can provide guidance and implementation support to help reduce business inefficiencies. By helping initiate the necessary changes to improve the productivity and effectiveness of your internal operations (accounting, human resources, technology, marketing, etc.), we help your team become more efficient, and grow your bottom line.
Full service bookkeeping
That pile of receipts and statements that you've been ignoring? Let us enter and classify all receipts and expenses, reconcile bank accounts, and create and analyze your financial statements. As a QuickBooks Certified User we can provide a full array of services and support.
cash management
So you've got invoices in the mail and checks coming in? We can make your deposits, maintain cash balances, prepare cash activity reports and cash projections, and reconcile your month-end cash balance to bank statements.
accounts payable and receivable
You need to pay those bills and get paid yourself...on time. We can enter all your bills and create payments schedules as well as create customer invoices, enter all sales receipts, and create an accounts receivable aging report to make sure your cash flow is fully accounted for.
Payroll
This can be a real time burner for company owners. We can work with your payroll provider to ensure that they have all the information they need to process payroll accurately and legally.
1099's, Tax preparation and organization
Tax season comes around quarterly and annually. It's always better to know you're in compliance rather than wonder if you're not. We can report your earnings from income, interest and dividends, government payments, and more. Let us manage this for you so there are no more headaches.
EXIT PLANNING
It's never too early to think about and start preparing a plan to exit your business. We can help you come up with the best way to successfully make it happen.
ADVISORY SERVICES
We can offer so much more to help you manage and grow your team, customers, and revenue. What is keeping you up at night? Contact us to help you.
notary public, state of MAssachusetts
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