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Accounting Solutions

Our accounting solutions are designed to provide you with the piece of mind that your books and records are kept up to date and are auditable. We use the latest in technology including RPA and AI to ensure consistent accuracy in your Company's books. In addition to technology, a CPA performs a monthly review to ensure accuracy and appropriate coding. We do require the use of either QuickBooks Online or Xero. Payroll services are provided using Gusto with accounts payable processing through

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Business Essentials

Full Service

Business Basics

In addition, we offer outsourced controller and CFO services. Please schedule a consultation to discuss the scope and pricing of these services.

Enter and code manual checks written

Code transactions from bank feeds

Code transactions from credit cards

Code transactions from checks

Prepare and file GET returns

Preparation of annual financial statements

Process, enter, code, and submit invoices for approval

Preparation of quarterly financial statements

Preparation of annual 1099s

Preparation of monthly financial statements

Enter and code payroll journal entries


In partnership with:

Meet the team in charge of Accounting Solutions


Alicia Spencer

Tax & Accounting Services Partner


Tax & Accounting Services Manager

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