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Discuss your business needs and how we can help.

Onboarding and Setup

We’ll organize and digitize your accounts to ensure a smooth transition.

Ongoing Services

Continuous support to keep your finances on track.

General Ledger Management

• Setup and maintenance of chart of accounts
• Month-end and year-end closing activities
• Journal entry creation and review

Accounts Payable (AP)

• Vendor bill entry and payment processing
• AP aging report management
• Vendor management and reconciliation

• Customer invoicing and collections
• AR aging report management
• Customer payment posting and reconciliation

Accounts Receivable (AR)

Bank and Credit Card Reconciliation

• Daily/weekly/monthly reconciliations
• Matching transactions to bank feeds
• Investigating and resolving discrepancies

• Generate financial statements
• Create custom reports using reporting tools
• Set up KPIs and dashboards for real-time financial insights

Expense Management

• Expense report processing
• Employee reimbursements
• Audit trail and compliance

• Workflow automation (e.g., approvals, alerts)
• Saved search creation for financial tracking
• Form and template customization

Software Customization & Optimization

Financial Reporting

Payroll Management

• Process payroll and calculate deductions
• Maintain payroll records and ensure compliance