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Consultants

We enjoy working with a variety of consultants. Each type of service offers its own challenges and opportunities, and we love learning about your business while sharing our financial expertise to help you meet your business goals.

We serve professional services firms such as architects, consultants, career coaches, technology services, training companies, planners, speakers, and similar businesses.

We provide:

  • Accounting software selection, installation, customization, and training
  • Monthly, quarterly or annual bookkeeping services for service-based businesses, including reconciliations, accounts payable and accounts receivable support
  • Financial report preparation, including assistance in understanding your reports
  • Time-tracking support for hourly billers
  • Chart of Accounts design for better expense management
  • Cash flow forecasting
  • Mobile accounting functionality
  • Sales tax reporting and compliance
  • Payroll software selection, reporting, tax compliance, workers compensation, and other payroll management issues
  • Assistance with employee versus contractor issues
  • Benchmarking to your industry
  • Tax return preparation and planning
  • And more depending on your specific financial needs

Complimentary Consult

Please give us a call or email us to schedule a free consult to discuss your service-based business accounting needs.