As financial services specialists, we go above and beyond to optimize your bookkeeping, including your accounts and reporting systems, to provide actionable insights that drive your business forward. This includes customizable dashboards that give you a holistic overview of your accounts, with options to drill down into data for advanced financial analysis.

We’re not dictators. We slot into your structure, aligning with your approval workflows and operational processes. Our systems integrate with yours (where possible) and we’re perfectly flexible, providing the services that make the most sense for your business, whether that’s managing all bookkeeping tasks or being retained based on your resourcing.

Absolutely. We regularly implement automation tools to streamline workflows and essential operations, like expense approval. Automation can play a big role in enhancing invoicing and payment processes, largely by reducing the errors that can crop up in manual systems. Ultimately, we strive to reduce overhead and improve reliability in reporting.

We ensure our systems are compliant with grant rules, trust accounts, and nonprofit standards. This includes proper handling of sensitive (HIPAA) data and structuring reports to meet internal and external standards. Audit trails are clearly maintained in accordance with regulations. The integrity and accuracy of data is more than sufficient for funders and board members.

We work with a variety of businesses across multiple industries, some of which include:

• Nonprofits with specific needs, like fund tracking
• Professional services with specific billing needs, like law firms.
• Healthcare providers with strict financial management compliance requirements.
• Multi-entity or growing firms that need scalable financial solutions.
• SaaS companies with specific revenue needs.