What Our Clients Want

Our clients have told us they want monitoring, reporting, solutions and a better understanding of and control over their finances.

With that in mind, we offer a variety of services that enable you to be more successful and free up your time so you can focus on working on your business, rather than working in it.

Let us know if we can help you with any of the following:

Consulting services:

• Budgeting Breakthrough – Revenue & Profit strategy so you can reach your financial goals
• Small Business Vitals – Key Metrics in a customized dashboard to help you grow
• Cash Flow Checkup – 23-Point Cash Flow Checkup to improve your cash flow
• Profit Margin Maximization – How to Keep More of What You Make
• Accounting Software Consulting and Training – QuickBooks and Xero setup, training and troubleshooting

• CFO and Controller Services – for the growing company without the need for a full time employee
• Tax Preparation & Planning – for the business and the business owners
• Financial Statements – businesses in growth mode need these from their CPA for their bank or bonding company
• Property Management Accounting – read more below
• New York City certiorari real estate tax audits – Accountant’s Certification for Income and Expense Form TC201
• Bookkeeping – for the business owner who wants to work on their business, rather than in it
• Budgeting
• Cash flow forecasting
• Custom financial reports
• Sales tax returns
• Payroll
• Payroll tax returns
• Annual 1099’s
• Customer invoicing
• Bill payment
• Online document storage

 

Property Management / Landlord Accounting Services

• Tenant billing
• CAM calculations
• Real Estate tax escalation calculations
• Reconciliations
  • Mortgage balances
  • Tenant security deposits
  • Escrow balances
  • Bank accounts
  • Etc.
• Custom property management reports:
  • Rent roll
  • Income by tenant
  • Rent due
  • Lease expiration dates
  • Tenant security deposits
  • Expenses by property
  • Expenses by tenant
  • Financial reports
  • Etc.