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Image by Jess Bailey

SUPPORT SERVICES

Each relationship is unique.  Customized services available to ensure all of your business needs are met.

FINANCE CONCIERGE SERVICES

  • Bill Payment

  • Budget Preparation & Tracking

  • Report Presentation & Cash flow forecasting

  • Account Reconciliation

  • Receipt Management

  • Expense tracking

BOOKKEEPING SUPPORT ADD-ONS

  • POS Integration

  • Inventory Tracking

  • Multi-Entity Business Management

  • Payroll

  • Endless options

ADMINISTRATIVE SUPPORT TASKS


  • Letter writing

  • Email Correspondence

  • Calendar/ Appointment setting

  • Outstanding debt follow-up

  • CRM implementation 

  • Client relationship specialist 

  • Additional Optional Administrative Tasks & Support

Additional Services: Price List
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