No matter your need, we have solutions to meet those needs from invoices and statements, accounts payable and receivable, data entry, collections, bank reconciliations, reports and more by providing the following services:

• Bill Pay – we can handle payment of your bills either manually or online. Have all of your bills mailed to a PO Box and we will prepare them for manual payment or we can use an online bill payment service then notify you how much money to deposit into your account to cover the bills.
• Bill Data Entry – once your bills are paid, we will enter the transactions into your accounting software. Reconcile bank statements, enter credit card transactions, prepares invoices, make and/or enter deposits and prepares end-of-month reports.
• Prepare Invoices – working from your emailed report of hours/services to be billed, your admin will prepare and mail, or email, monthly emails or on a predetermined schedule of choice (i.e. annually).
• Manage A/R – we can manage payments and deposits to your account(s), record them in an accounting software and send them to you via secure server.
• Supervise Collections – allow us to manage the collection process for past due accounts. Past due notices, telephone follow up, email communication, all are no problem for us. We will work diligently to collect on accounts for you.
• Forecast Cash Flow – stay on top of your business’s finances by helping you forecast your cash flow.
• Monthly Bank Reconciliation – we will work from your check register and bank statements, entering all data into accounting software and reconcile your account. Once complete, we will email you your files.
• Bill Reminders – we will remind you when important billing dues dates arrive in the communication style of choice.
• Track Expenses and Tax Records – we will help you stay on top of things by tracking your expenses and organizing your tax records throughout the year.
• Coordinate with your Accountant or Tax Preparer – we will work directly with your accountant or tax preparer throughout the year, meeting their requests or passing them along to you.
• Manage your Records with Financial Software – we will manage your financial records using QuickBooks, Peachtree, PC Law and we will email you periodic updates.
• Financial Software – help set up your financial software and customizes it to best suit your business.
• Guided Strategic Planning – help you to setup a strategic plan to help forecast and prepare for the future, allowing you peace of mind in advanced planning and business strategy.
• Assist in Business Planning – helps you write a comprehensive and meticulous business plan that will help you stand out from the crowd.
  
  

What we do for our clients:

• Paying bills and record keeping
• Managing checkbooks and credit card accounts
• Managing insurance claims
• Resolving billing errors
• Organizing income and expense information for budgeting, legal, tax, estate planning and insurance purposes
• Tracking charitable donations
• Decluttering and organizing important documents
• Assisting Estate Executors and Trustees
• Coordinating with your tax professionals

We serve senior citizens, busy professionals, high net worth individuals, people who are disabled, people in transition, small businesses and many others.

• Identify and evaluate the risks to the organization's people (clients, staff, management, volunteers), property, finances, goodwill, and image and implement measures to control risks
• Ensure that the Board of Directors and the organization carries appropriate and adequate insurance coverage
• Ensure that the Board understand the terms, conditions and limitations of the insurance coverage

• Communicate with stakeholders to keep them informed of the work of the organization and to identify changes in the community served by the organization
• Establish good working relationships and collaborative arrangements with community groups, funders, politicians, and other organizations to help achieve the goals of the organization

• Prepare a comprehensive budget
• Work with the Board to secure adequate funding for the operation of the organization
• Research funding sources, oversee the development of fund raising plans and write funding proposals to increase the funds of the organization
• Participate in fundraising activities as appropriate
• Approve expenditures within the authority delegated by the Board
• Ensure that sound bookkeeping and accounting procedures are followed
• Administer the funds of the organization according to the approved budget and monitor the monthly cash flow of the organization
• Provide the Board with comprehensive, regular reports on the revenues and expenditure of the organization
• Ensure that the organization complies with all legislation covering taxation and withholding payments

• Oversee the planning, implementation and evaluation of the organization's programs and services
• Ensure that the programs and services offered by the organization contribute to the organization's mission and reflect the priorities of the Board
• Monitor the day-to-day delivery of the programs and services of the organization to maintain or improve quality
• Oversee the planning, implementation, execution and evaluation of special