If your organization doesn’t have adequate resources — or any in-house accounting staff — you can rely on our Smart Accounting Support Solutions team to provide complete or partial back office support, freeing you up to grow and manage your organization. Aside from making your life easier, outsourcing is often less expensive than having in-house accountants on your staff.
If you want better financial reports, but your internal team lacks advanced QuickBooks skills, we’ll work with you to understand the kind of information you want out of your system, and develop custom reports so you get the data you need to make strategic financial decisions. Our Smart Accounting Support Solutions team handles QuickBooks installation, setup, training, support calls and customized reports.
When you need a temporary CFO, like while you’re looking to fill the position, we can serve in that role for you. One of our seasoned CPAs can also help you on a short-term consulting basis by solving a particular problem, such as figuring out how to increase profits, improve efficiency or identify revenue streams.
Finding and retaining accounting staff can be a challenge, especially when you have a business to run. We can help you find new accounting staff members, train your current staff and review their work monthly, quarterly, semi-annually or annually.
We manage the family office for many high net worth families, handling day-to-day details such as banking, personal business services, insurance, bill paying, negotiations with vendors and medical planning.
