We offer three service plans for flexibility of needs of your business.

Outsourced Office Manager (OOM) Service

Outsourced Office Manager Service allows you to focus on running your business and we handle all the back-office duties.
  • Bookkeeping service Included
  • Full AR Services
  • Full AP Services
  • Fixed Asset Tracking (if applicable) 
  • Cashflow management
  • Expense management
  • Budget Creation and Review

Bookkeeping Service

Our Full Service Plan allows you to focus on running your business and we handle all the back-office duties.
  • Record Keeping Service included
  • AR Management
  • AP Management
  • Sales Tax Management
  • Dext receipt management app

Record Keeping Service

Our record keeping service has you running your business and paying your bills and invoicing your customers. We make sure everything is entered for you.
  • Review of Transactions
  • Entry of Transactions
  • Reconcile Bank and Credit Card Accounts
  • Payroll Journal Entries provided by outsourced payroll providers
  • Balance Liability Accounts
  • General Journal Entries, as needed
  • 1099/1096 report review

Our plans also include:

Phone/Email support In House Financial Reports Collaboration with your CPA
QuickBooks Support Financial Report Meetings Discounts for checks and deposit slips

 


 

“Jim made it possible for me to focus more on the end of my business I know about. I do not need to worry about the bookkeeping end. I run a small machine shop and he does all my billing and other day to day services. He works well with my accountant. I am happy I found him.” – Steve Irvine Hi-Tech Turning & Milling”

Let’s build this together.

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