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Accurate Fin Accounts

Our Services

From bookkeeping backlog to Fractional CFO — we cover the full spectrum of financial services your business needs to grow with confidence.

Financial Reporting & Statements

Enterprise-grade financial statements and analysis — from P&L to balance sheets — prepared with GAAP precision.

  • Financial statement preparation
  • P&L over multiple branches
  • Balance sheets
  • GAAP accounting
  • Monthly report creation
  • Financial analysis
  • Data visualization
Planning & Forecasting

Forward-looking financial intelligence with budgets, forecasts, and dashboards that drive confident decisions.

  • Budgeting and forecasting
  • Cash flow accounting
  • Financial KPIs
  • Financial dashboards
  • Forecast vs prior year vs budget comparison
  • Variance analysis
Bookkeeping & Accounting Setup

Clean books from day one. We set up your chart of accounts, catch up backlogs, and establish repeatable processes.

  • Bookkeeping backlog catchup
  • Chart of accounts setup
  • Accounts payable & receivable setup
  • Bank account setup
  • Operational accounts setup
  • Fixed assets accounting
Payroll, Tax & Compliance

Payroll that runs on time, 1099s filed correctly, and sales tax handled so you stay compliant without the stress.

  • Payroll support
  • 1099 preparation
  • Sales tax reporting
  • State sales tax filing process
  • GAAP compliance
  • Cost accounting
CFO & Controller Services

Get C-suite financial leadership without the C-suite cost. Strategic oversight, controls, and process improvement.

  • Controller services
  • CFO services
  • Fractional CFO services
  • Process improvement
  • Cost accounting
Technology & Modernization

QuickBooks expert setup, integrations, and AI-powered automation to eliminate manual work and gain efficiency.

  • QuickBooks consulting & training
  • QuickBooks integrations setup
  • Paper-to-electronic conversion
  • AI tools & technology implementation
  • Automation of manual system-generated reports

Software Proficiency

Proficient across enterprise ERP platforms and popular SMB accounting tools.

Enterprise Platforms

Microsoft Dynamics (D365)OracleSAP

Online / SMB Software

QuickBooksSage

What We Can Help You With

Whether you're starting from scratch or cleaning up years of backlog, we've done it before.

Catch up on years of bookkeeping backlog
Set up QuickBooks integrations for reconciled accounts and accurate financial reports
Create and establish monthly reports
Set up chart of accounts, bank accounts, and operational accounts
Establish state sales tax filing process and put company financials in place
Convert processes from paper to electronic for increased efficiencies
Establish accurate financial reports with forecast, prior year, and budget comparisons
Automate manual work in system-generated reports
Help businesses utilize modern AI tools and technologies to gain efficiencies

Not Sure Which Service You Need?

Let's talk. A 30-minute call is all it takes to map out your needs and create a plan that fits your business.

Schedule a Call