Accounting

You are assigned an onboarding lead who will manage the onboarding process from systems access, obtaining the past data to establishing the ongoing workflow. Once everything is in place, which typically takes about 10 business days depending on the complexity, the assigned accounting team takes over. Your point of contact will be the assigned team lead who will function as your controller.

Our virtual Workplace Exchange is the home to your financials, To-Do lists, and collaborative communications. In addition, the team can collaborate with you through any widely recognized means necessary, such as Slack, Google Meet, phone, or email. We take pride in our industry-leading response times and being at your fingertips.

Daily transaction accounting

Full-service accounts receivable (invoice to cash)

Full-service accounts payable (bill processing to pay)

Bank feed monitoring and accounting

Vendor management and communication

Customer management and communication

Payroll management

Payroll Accounting

Fixed assets accounting

Actual to budget variance reporting

Accounting process and procedure development

Equity accounting

As business leaders, investors, lenders, and other stakeholders rely on you to build the business, you should be able to understand the business information quickly. It should be consumable while being GAAP compliant. We are hyper-focused on providing clean, accurate, consumable financial reports that include Profit and Loss, Balance Sheet, and Cash-Flow statements.