Transactional Service

Our transactional service provides you with traditional accounting services such as preparing your monthly financial statements –including balance sheets, industry financial comparisons, and more. At this point, we're not just assisting you with tax returns, but also with more strategic planning. We're not just a team of bookkeepers and accountants. We're experts in laying a solid financial foundation to help your business accelerate. 

We also offer several day-to-day ala carte services:

Paying Bills. We can pay your bills!  We use Bill.com

Invoicing Clients. We use the platform that is best for you—for example, FreshBooks, Harvest, etc

Cash Flow Management. We pay bills for about 40% of our clients.

Payroll & Contract Management. We key in up, do your journal entry.

Employee Expense Tracking. We use Expensify.

Get a Free Consultationor, read the Transactional FAQs