Take the whole cycle or the parts you are missing.
Bookkeeping and month-end close as the base, with add-ons for the rest of the cycle.
Accounts payable, expenses and bank transactions entered, accounts reconciled and each month closed.
Monthly statements with a workpaper behind every balance sheet account.
Payroll processed and filed, with labor cost allocated to the right accounts and jobs.
Job costs, a monthly WIP schedule and over/under billing entries.
Books that are behind brought current and reconciled.
Also available: client billing and receivables, inventory tracking, sales tax filings, and 1099 prep and filing. See all accounting →
Part-time CFO work for businesses that need more than the books.
Models built from your actual results, with scenarios for the decisions you’re weighing.
Accounting and ERP systems selected, set up or cleaned up.
Also available: budgets, cash flow planning, KPI dashboards, ad hoc reporting and reviews, pricing and margin analysis, and lender and investor packages. See all cfo services →
Preparation and planning for individuals and businesses.
Federal and state returns prepared and filed.
S-corp, partnership, C-corp and sole proprietor returns reconciled to the books.
Entity, owner pay, timing and estimates decided while the year is still open.
Also available: one-off consultations, quarterly estimates, entity selection and S-corp elections, IRS and state notices, and multi-state filings. See all tax →
A short conversation is usually enough to find out how I can help you and your business.
Based in Denver, Colorado. Clients in every state, handled remotely.