We will help you develop an easy to manage system that eliminates stress and lets you focus on growth.
Financial Review
Feel confident your financials are accurate month to month. To ensure this, we review & confirm the account set-up and the flow to the financial reports so the presentation is meaningful. We then review the reports with you during our monthly accountability meeting.
Payroll Review
We manage the new employer payroll set-up process.
We will review payroll liabilities to certify the employer responsibilities have been met with all government authorities and third party vendors.
Trust Account Reconciliation
We make sure the trust account records are complete and in compliance with your state bar association requirements.
Sales Tax
Prepare and process monthly or quarterly sales tax return.
What Our Clients Say
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