Accounting
Books kept current, payroll and bills handled, and financial statements someone senior will explain. For companies that need more, the whole back office, run as a fractional CFO.
Start with what you're dealing with.
Most people call about this. Here is who picks it up.
Books that are behind, or numbers you can't make decisions from
Monthly bookkeeping, payroll and financial statements, and someone senior who tells you what the statements mean. For growing companies, fractional CFO work: cash flow, forecasting, lender and investor reporting.
What's included.
Take one piece or all of it. Every engagement starts with a conversation about what you actually need.
- Books on a schedule
- Monthly, quarterly or annual bookkeeping, with bank and credit card reconciliations and regular profit and loss statements.
- The software you already use
- We work in QuickBooks, Yardi, Xero and Sage, depending on what your business runs on.
- Payroll and HR setup
- Payroll entry and setup, and the HR administration that goes with it.
- Payables and receivables
- Paying your vendors and invoicing your customers or clients.
- Budgets and cash flow
- Preparing a budget, putting it in place, tracking actual results against it, and managing cash flow.
- Insurance audits
- We act as your liaison with the insurance auditors for workers compensation and general liability.
- Trust accounting for law firms
- IOLTA bookkeeping for law firm clients, handled by a senior bookkeeper who specializes in it.
Several years as a client. Ryan is responsive and professional, and the staff is "patient, reliable and delightful to work with."
Who handles it.
Michelle Amoreno leads accounting and fractional CFO work, with a bookkeeping team behind her.
The rest of the firm.
- TaxationReturns for individuals, businesses, trusts and estates, planning done while it can still change the answer, and representation when the IRS or a state tax office writes to you.
- Assurance & AdvisoryCompiled, reviewed and audited financial statements for the bank, bonding company, buyer or board that asked for them, from a dedicated assurance practice.
- ConsultingThe tax and accounting side of a business decision, worked out before you commit: forecasts, breakeven, entity structure, buyouts, sales and financing.
Tell us what you're dealing with.
Send the notice, the question or the spreadsheet. A principal reads it and gets back to you with what it means and what we'd do. The first conversation is free.
Send us a message