We offer our services nationwide

General Services: 

  • Fractional CFO Services

  • Financial Reports

  • Journal Entries

  • Coordination with your CPA/EA

  • Overhead cost analysis

  • IRS or State audit assistance

  • QuickBooks file set up or clean-up

  • Maintenance Bookkeeping

  • Accounts payable/Accounts receivable

  • Bank and credit card reconciliation

  • Payroll processing, including quarterly payroll tax filing, annual W-2/W-3 filing

  • Annual 1099 filing

  • Sales tax payment processing

  • Vendor set up

  • Insurance policy set-up and maintenance

  • Workers Compensation reporting and audit assistance

  • SOP creation

  • Weekly, monthly, quarterly and annual checklists

  • Training for your staff to learn new, efficient processes

  • General office and work organization

Contractor services: 

  • Job cost reports

  • Subcontracts

  • Lien releases

  • Progress billing

  • Subcontractor insurance tracking

  • OSHA required safety program set up, including IIPP, MSDS and Tailgate Topics

  • Jobsite Safety Binders

  • Certified payroll

  • Project Checklists

Designer services

  • Design service contract set up

  • Design time tracking and invoicing

  • QuickBooks estimate templates with client signature line for approval

  • Forms and templates for clear order tracking

  • Sales and Use Tax set up and filing

Human resources services: 

  • Employee benefit management

  • Employee handbook creation

  • Employee hire packet

  • Assist in creating process for employee onboarding, terminations, disciplinary, and performance review procedures.