Accounts Payable and Receivables
How does managing AP/AR improve my business’s cash flow?
By ensuring vendor payments are timed strategically and invoices are sent and tracked promptly, we reduce “leaky” cash flow and ensure you have the liquid capital needed for daily operations.
Can you help us maintain better relationships with our vendors?
Yes. Our AP services focus on timely payments and clear documentation, which prevents service disruptions and builds long-term trust with your key suppliers.
What is your process for tracking overdue customer payments?
We manage invoicing and receivable reporting to give you full visibility into outstanding balances, allowing us to identify and address late payments before they impact your stability.
How does AP/AR integrate with my existing bookkeeping?
We ensure every transaction is recorded accurately and reconciled regularly so your AP/AR data flows seamlessly into your broader financial reports.
Is this service suitable for project-based businesses?
Absolutely. We specialize in the consistent processes required for construction and service-driven firms where money moving in and out must be tracked against specific projects.
Payroll Setup and Processing
Do you handle the initial configuration for new employees?
Yes. We handle everything from the ground up, including employee classifications, pay rates, tax withholdings, and reporting requirements.
Can you manage payroll for businesses with complex pay structures?
Definitely. We have extensive experience with certified payroll and job costing, making us an ideal partner for contractors and project-based organizations.
How do you ensure our payroll remains compliant with changing laws?
We provide ongoing oversight and stay updated on evolving regulations to ensure your filings and withholdings are always accurate and compliant.
Will my employees be paid on time if we use your service?
Consistency is our hallmark. By scaling our reconciliation frequency to match your firm’s specific volume, whether that requires daily or monthly oversight, we ensure the cash flow is always there to pay your team accurately and on time.
What industries do you specialize in for payroll?
While we serve many sectors, we have deep expertise in supporting growing construction companies, non-profit organizations, and professional services firms.
Accounting Services
How do your accounting services differ from basic bookkeeping?
While bookkeeping tracks daily transactions, our accounting services provide general ledger oversight, financial statement preparation, and high-level reviews to ensure your system is structured for growth.
Can you work with my existing tax professional?
Yes. We frequently collaborate with external tax advisors and auditors to ensure continuity and accuracy across all your financial reporting.
How often will I receive financial statements?
We provide ongoing financial reviews and statement preparation to ensure you always have a clear, up-to-date understanding of your financial position.
Can you help with budgeting and long-term planning?
For organizations with complex needs, we work closely with leadership to ensure your accounting processes support future forecasting and strategic goals.
How do you ensure the accuracy of our records?
Accuracy isn’t one-size-fits-all. We implement rigorous oversight and account reconciliations at a cadence dictated by your firm’s size. This adaptive approach reduces risk and ensures your numbers are always a true reflection of your business.
Fractional CFO Services
What exactly is a “Fractional” CFO?
A Fractional CFO provides the same high-level strategic leadership and financial insight as a full-time executive but at a fraction of the cost, making it ideal for growing businesses.
How can a CFO help with my company’s cash flow?
We offer specialized guidance on cash flow management, budgeting, and forecasting to ensure you have a roadmap for both immediate needs and long-term stability.
Do you help with profitability analysis?
Yes. We translate complex financial data into actionable insights, helping you understand where you are making money and where you can improve margins.
How involved is the CFO in my daily operations?
We take a relationship-driven approach, partnering with your leadership team to provide proactive advice and strategic planning rather than just “crunching numbers.”
Can a Fractional CFO help us prepare for a major change or expansion?
Absolutely. We specialize in helping organizations navigate growth and change by creating the financial clarity needed to move forward with confidence.
Bookkeeping Services
What industries do you typically serve?
We have years of experience specifically supporting construction companies, non-profit organizations, and professional services firms.
Why is “job costing” important for my business?
For contractors and project-based firms, job costing allows you to track labor, materials, and overhead by project, helping you see the true profitability of every job.
How often are my accounts reconciled?
We don’t believe in a “set it and forget it” monthly schedule. We reconcile as often as the size of your firm dictates; for high-volume firms, this may be daily, while for others, monthly ensures records remain audit-ready without unnecessary overhead.
Will I be able to understand the reports you send?
Yes. Our goal is to provide clarity. We provide detailed financial reporting and help you interpret the numbers so you can make informed decisions.
How do you handle donor or grant reporting for non-profits?
We provide the reliable financial structure necessary to navigate the specific transparency and reporting requirements of donors and grant-making bodies.
