Services

BOOKKEEPING AND FRACTIONAL CONTROLLER SERVICES

  • Day-to-day transactions

  • Bank and credit card reconciliations

  • Time billing

  • Invoicing

  • WIP review

  • Software account setup

  • Customized ‘Chart of Accounts’

  • Sales categories review

  • Bill payments

  • Accounts payable

  • Accounts receivable

  • Collections

  • Sales tax filings

  • Payroll

  • Financial reporting and analysis

  • Preparing financial documents for CPA

  • 1099’s

  • Inventory

  • Books cleanup and organization

  • Software migration

  • Year-end review and closing

PROJECT MANAGEMENT

  • Purchasing

  • Procurement

  • Sourcing (furniture, fabrics, wallcovering, rugs, accessories, etc.)

  • Item creation

  • Proposals

  • Purchase orders

  • Quotes

  • Communicating with vendors

  • Processing vendor payments

  • Expediting

  • Tracking

  • Installations

  • WIP review

  • Project reports and analysis

OPERATIONS AND CONSULTING

  • Operations management

  • Organizational software setup and maintenance to keep things moving smoothly

  • Best practices

  • Financial software consulting, including migration

  • Software training

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