In Three Steps

Consultation

 

  • We learn about your current processes and discuss how we can help.

Setup 
Review and Update (as Necessary)
  • Chart of accounts

  • Receiveables and payables workflow 

  • Monthly close procedures

  • Payroll-related processes

  • Dashboard and other reporting tools

Steady State

 

  • We book your entries, you receive reporting, and we make changes as necessary.

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276 Fifth Avenue​ • Suite 704 • New York, NY 10001