Quality Bookkeeping
You provide your receipts, bills, and sales invoices, and you receive your organized, reconciled books. Service includes accounting software, accounting file backup, and a dedicated bookkeeping professional.
Document Management
You say goodbye to paper documents and receipts with a paperless receipt and bill capture system. You submit receipts on-the-go with your smartphone by snapping a photo or by forwarding documents from your email.
Financial Reporting
You keep track of your finances with monthly, quarterly, and year-end financial statements. Your service includes year-end 1099 preparation & year-end reporting and collaboration with your tax accountant.
AP Payment Processing
Your bills are paid using an accounts payable management system, which includes owner approval controls, bill payment by check or ACH transfer, and weekly support from your bookkeeping professional.
AR Payment Processing
Your sales invoices are sent and you are paid using an accounts receivable management system, which includes direct deposit to your bank account for ACH (electronic) payments.
Financial Analysis
You gain a clearer picture of your business performance with monthly, quarterly, and year-end analyses for revenue, profitability, cash flow, and growth.
KPI Tracking
Key Performance Indicators that are relevant to architecture & engineering firms are tracked for you, including profitability margin, accounts receivable days, utilization rate, and backlog volume.
Profit & Tax Budgeting
You want a business that is profitable and one that pays for income taxes. You accomplish this by setting aside a recommended percentage of revenue for profit, taxes, and contingencies,
Project Accounting
With profit & loss information for each of your projects, you may compare financial performance across your portfolio and understand which projects are contributing most to your bottom line.
