Supervised Bookkeeping – Your Team, Guided by an Expert
Bookkeeping doesn’t have to be complicated—even if your staff has little or no accounting experience. With our unique Supervised Bookkeeping service, we transform your existing personnel into a capable, confident accounting team.
We personally train and supervise your employees in using QuickBooks Online and other essential tools, ensuring that day-to-day transactions are recorded accurately and consistently. Think of us as your part-time controller—always monitoring, reviewing, and guiding the process to keep your books reliable and compliant.
This service is ideal for small businesses that want the cost savings of in-house bookkeeping without sacrificing accuracy or oversight. Under our supervision, your staff can handle the routine data entry, while we provide:
- Training & Skill Development – Clear, practical instruction tailored to non-accountants.
- Ongoing Supervision – Regular review and correction to prevent errors from piling up.
- Controller-Level Guidance – Professional oversight on reconciliations, payroll, and financial reporting.
- Confidence & Peace of Mind – You get the best of both worlds: your own trained team, backed by a CPA’s expertise.
The result is a streamlined, cost-effective system that keeps you in control of your numbers while we ensure quality, compliance, and clarity.
Vendors account management
WHAT IF … You could save 50% to 75% of the cost, time, and aggravation in paying your bills? Could you lessen the conditions for fraud? Could you approve payments from an airplane or a beach chair?
WE CAN HELP … With our cloud-based Vendor Accounts Management system all you need to do is scan, fax or email your bills to us.
Our automated system takes it from there. You view and approve the bills online. We will print the checks, stuff them and mail them. Or we can pay electronically.
Client accounts management
You can get paid 2 to 3 times faster by systematizing the collection process.
We can do it for you with our CLOUD-BASED billing and collection system. All you need to do is tell us what you sold and to whom and we will take it from there.
We create an invoice and synchronize the billing with your accounting system. We send and track the invoice and manage the payments through a dedicated Client Portal.
Tax planning, preparation and compliance
Timely planning is the key to developing a successful tax strategy and should not happen a few weeks before the tax return is due.
Timely tax planning is an ongoing collaboration between you and us, your tax advisor.
Tax planning starts at the beginning of the tax year with an initial review followed by a midyear evaluation and concludes with the final tax preparation in the Spring of the following year.