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My Services

Cash / AR / Collections

  • Customer Quotes

  • Customer Invoicing

  • AR Collections

  • Project Management

  • Cash reconciliations

  • Cash Forecasting

AP / Expenses / Credit Cards

  • Purchasing

  • Purchase Orders

  • Accounts Payable entry

  • Vendor Payment processing

  • Expense Report Audit and Payment

  • Credit Card entry

  • Credit Card Reconciliation

Systems

  • Sage Intacct

  • Sage 50 (formerly Peachtree)

  • QuickBooks Online

  • Paylocity

  • Salesforce

  • Square, Stripe and Shopify

  • SAP Concur and Expensify

  • Adobe Workfront

  • Basecamp

  • Smartsheet

  • Monday.com

Budget / Reporting

  • Budgets

  • GL Account Reconciliation

  • Timely and Accurate BS and Income Statement Reporting

  • 1099 Filing

  • Payroll Processing

  • Sales and Use Tax

  • Business Tax Filing

  • LLC and Personal Tax preparation and filing

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