Industries We Serve
CPA FIRM
Manage client’s financials so firm can easily complete their review/audit and tax return.
Lawyers
Provide forensic accounting services for law offices
Construction Company
Manage financials based on percentage completion method and WIP report. Assist with getting bonds and year end audits/reviews completed. A liaison with bonding companies and bank loan officers.
Real Estate Developers
Work with developer to provide construction accounting services and provide financials to CPA for year-end audit. Prepare monthly funding draws. A liaison with construction loan officers, general contractors, and project managers.
Property Management
Reconcile monthly property management fees, security deposit balances and manage financials. Liaison with property staff for accurate rent roll and prepaid balances.
Fund Accounting
Assist CFA with managing the financials and create monthly / yearly reports for management.
Investment Accounting
Provide accounting services for capital investors in joint ventures. Update financials with portfolio transactions.
QuickBooks
Provide QuickBooks setup, training, and cleanup services. Create streamline processes and customized financial reports.
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