A Full Service Financial Management Firm
for your needs- on site or via the web
You choose the platform. We work with you.
If you are a small business with no inventory with an annual turnover under $ 200K, then you might find your needs met with Quicken Home and Business. We can help you remotely too, if you provide access to your mobile data. Or, you can prepare a backup and upload it to our secure site, where we can access your data and work with you.
If you are bigger, then you should consider QuickBooks or Xero. As Advisors for both programs, we work with you to make sure your data is accurate and follows accounting principles. Moreover, we can show you tricks and shortcuts, so these are tools for you- not tasks that drive you nuts. Click here to find out how we can help you run your business- including the costs for either software package- which can include payroll (that means payroll tax submissions, too), inventory management, bank reconciliations, monthly financials, Key Performance Indicators (KPI), and more.
We also work with specialized programs like PCLaw, Clio, and ActionStep. These programs are aimed at professional services organizations, ones that bill for their time (not for their products). Yes, we are Advisors for these, too. Call us if you need advice, if you need to choose among them, or even to improve the bottom line of your professional services entity.