Available Services

Our team can take the daily activities to allow the client the ability to focus on critical tasks and business development. This includes scheduling appointments, taking meeting notes, maintaining schedules, event planning, booking travel arrangements and file management. 

With our experience in Agile project management, our team can help with project planning, budget management and forecasting, maintains documentation, resource planning, monitor project progress, and can even help remove roadblocks. 

Let our team help you track and maintain your company's finances. We maintain your books, handle accounts payable and receivable, manage bill pay, maintain any purchase orders or invoices, as well as reconciliations and financial reporting. We help with collections, data entry and bank feed management, client invoicing and vendor payments. 

Sit down with one of our advisors and access your financial standing. We can help you with short- and long- term goals, such as budgeting or planning for retirement. 

The team can help you manage your payroll services. We can set up the direct deposits, manage workers and their wages, help void or delete any incorrect checks, set up payroll deductions, process W-2's and I-9 forms and help manage tax filings for end-of-year reporting. 

Something not adding up? Let us work diligently to find the missing pieces. We can double check the financial statements and accounting records to ensure accuracy and compliance with laws and regulations. We can examine company accounts, and report any fraud.