SERVICES

As a small boutique firm, we do not subscribe to the "one-size-fits-all" service delivery philosophy.   We work with each client to build a service package that specifically meets their unique needs. 

After reviewing the list below,  book a Free Strategy Call with Angeline by clicking the button at bottom of  the page.

BUSINESS STRATEGY CONSULTING

Offered as part of a monthly service subscription, as your Business Strategy Consultant, Angeline will help you, the business owner, determine who you are, where you want to go, how you will get there and how you will measure success. Here's how it works:

  • Angeline will consult with you to establish and document a high-level strategic roadmap based on the vision that you have for your business.

  • Based on the established objectives, Angeline will work with you to develop KPI's such as profitability, cash flow, growth, etc.

  • She will then use your monthly financial reports and other non-financial outcomes to monitor and analyze the established KPI's. The output of this analysis will be a Monthly Business Performance Report that will give you a visual depiction of your progress.

  • During monthly business strategy sessions you will meet with Angeline to review and discuss your business performance, make informed business decisions as you move forward, and to establish new goals.

BUSINESS PLANNING

Understanding the fundamentals of your business model is the first step to create a winning business plan. Let Angeline take you through a comprehensive business planning process so that you can start and / or grow your business with confidence.

OUTSOURCED CONTROLLER

This service is ideal for clients who have a designated in-house bookkeeper and are in need of a higher level professional to provide guidance and support.  As your Outsourced Controller, Angeline will work with your designated in-house bookkeeper to help oversee all activities related to an accurate, timely and complete monthly close process. This includes: 

  • Providing input on how to record revenue and expense transactions,

  • Identifying, researching and resolving accounting issues, and

  • Coordinating with external tax accountants during tax return preparation.   

We will work with you to customize a service package that fits exactly what you need.

ACCOUNTING & FINANCIAL REPORTING

Stay informed about the financial position of your business and be prepared for tax season and / or an independent audit. An affordable, customized accounting package can be set up for your unique needs including grant tracking, cost allocations, contract management, etc. Accurate and up-to-date financial reports will be delivered to you on a monthly, quarterly, or annual basis. Angeline will work with you to develop workflows that will facilitate efficient and secure transfer of financial data as your books are being cared for.

PAYROLL PROCESSING

We take care of the heavy-lifting on payroll and taxes, so you can focus on what matters most. For a fixed monthly fee, you report your employees' hours  and let us do the rest. Our Payroll Services Include:

  • Online employee onboarding,

  • New hire reporting, 

  • Unlimited payrolls,

  • Multiple pay schedules,

  • Multiple pay rates,

  • Paid Time Off (PTO) tracking,

  • Direct Deposit,

  • Secure employee portals (for pay stub retrieval), and

  • Employee W2’s at year-end.

QUICKBOOKS ONLINE (QBO) SERVICES

Angeline uses her extensive knowledge of the QBO accounting software to offer vast array of QuickBooks services including:

  • QBO Set-up & Customization,

  • QBO Training,

  • QBO File Review & Diagnostics,

  • QBO File Clean-up,

  • QBO File Catch-up,

  • QBO integration with compatible 3rd party applications,

  • Customize QBO Files to facilitate Nonprofit Grant Tracking, 

  • Ongoing QBO Support, and 

  • Monthly QBO subscriptions at a discounted rate.

OTHER BUSINESS SERVICES

Our other services include:

  • 1099-NEC e-Filing / e-Delivery

  • Sales Tax Return Preparation & e-Filing

  • Calculate & File Estimated Quarterly Tax Return Payments

  • Standard Operating Procedures

  • Business Process Improvement

  • Nonprofit 990 Tax Return Preparation

  • Financial Management Needs Assessment

  • General Business Consulting