Services — A Financial Agency

Our Services

This package is for the business owner who wants/needs:

To know how their business is doing on a daily basis.
To have financial activity reviewed and entered daily.
Payroll services for their staff including onboarding, time tracking and managing benefits such as medical and retirement plans
A team to handle internal and external financial questions.
Someone to pay bills with an eye on maximizing cash flow and also make sure they are getting paid by their customers/clients on time.
Someone to have conversations with their accountant and handle what needs to be done (Year End Journal Entries, etc.)
A cash spending plan
Granular conversations and reporting about budgets versus actuals, cash flow forecasting, projections and planning.
A trained eye on expenses to monitor for fraud, theft, errors.

Businesses with inventory:

This package is for the business owner who wants/needs:

To know how their business is doing less often than daily but more often than monthly.
To have financial activity reviewed and entered weekly.
Payroll services for their staff including onboarding and time tracking.
A dedicated account manager to handle internal and external financial questions.
Someone to pay bills with an eye on maximizing cash flow and also make sure they are getting paid by their customers/clients on time.
Someone to have conversations with their accountant and handle what needs to be done (Year End Journal Entries, etc.)
To have someone walk them through standard month end reports like Profit and Loss and Balance Sheet reports.
A trained eye on expenses to monitor fraud, theft, errors.

Businesses with inventory:

This package is for the business owner who wants/needs:

To know how their business is doing monthly
To have financial activity reviewed and entered monthly.
To have standard month end reports emailed to them with items of interest noted.