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Revolutionary Solutions

​​Bookkeeping,  
​Financial Management 
​and Technology Solutions


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Financial Management

Review and Correct 
​Continue Doing Your Own Books 
​We'll Be Your Quality Control

                                                              Verify transactions are categorized correctly.

Verify all bank and credit card transactions are posted accurately.

Reconcile all bank and credit card accounts.

Verify payroll journal entries are recorded properly.

Ensure all transactions are assigned to the right class.

Review financial reports for accuracy.

Prepare monthly and quarterly financial reports.

    Close the books at month-end and year-end.

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    Basic Bookkeeping
    ​​Perfect for staying on top of the day-to-day without the overwhelm.


    Record and categorize income and expenses.
    Reconcile bank and credit card accounts.
    Enter bills and payments.
    Track classes, projects, or departments.
    Record payroll journal entries.
    Create and send customer invoices.
    Track accounts receivable and accounts payable.
    Maintain and organize the general ledger.
    Perform month-end and year-end close.
    Generate profit & loss statements and balance sheets.
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    Full-Charge Bookkeeping
    ​All the basics, plus more muscle for compliance and insights.

    Post journal entries and adjusting entries.

    Add and track fixed assets.
    Prepare and file 941s and 1099s.
    File and pay quarterly or annual sales tax.
    Reconcile inventory at month-end.
    Monitor and report on cash flow.
    Analyze financial data and trends.
    Prepare custom reports and dashboards.
    Support budgeting and forecasting.
    Reconcile and audit accounts across periods.
    Review and correct general ledger discrepancies.
    Coordinate with tax preparers and CPAs.
    Prepare year-end financials for tax filing.


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    Controller Services
    ​Advanced oversight to keep your finances tight and strategy-driven.

    Everything in Full-Charge Bookkeeping.

    Plus job costing for projects or departments.
    Create internal controls and financial policies.
    Prepare budgets and financial forecasts.
    Review and approve financial statements.


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    Strategic Accountant
    ​Bridging the gap between your numbers and your next move.

    Everything in Controller services.

    ROI analysis on services, vendors, and hires.

    Strategic financial planning and advisory.

    Guidance on pricing, cost-cutting, and scaling decisions.

     

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    CFO
    ​Big goals? We’ll help you build the financial foundation to reach them. 

    Cash flow planning 

    Process improvement

     Business growth

    We’ll walk you through the decisions that move the needle. 


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    Technology Solutions

    Tech Solutions 
    ​Smarter systems that save time, reduce costs, and keep your team running lean.

    Evaluate and audit current tools and systems.

    Conduct discovery sessions to understand your needs and workflow.

    Recommend smarter tech based on your goals, team, and budget.

    Compare tools and platforms for functionality and scale.

    Set up, configure, and test new software systems.

    Migrate data and ensure a smooth, seamless launch.

    Set up and customize workflows and templates.

    Integrate your tools.

    Automate routine tasks and reduce busywork.

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    Training & Support
    ​Tech is only powerful if you know how to use it.

    Virtual and in-person training options.

    1:1 and group sessions available.

    Custom training manuals and process handouts provided.

    Step-by-step walkthrough s for your tools and systems.

    We teach your team how to use your systems—so you save time and actually use what you paid for.

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    Need a one-time cleanup? Monthly support? System Upgrade? 
    ​
    ​We find the right tools and services for your business. 
    ​
    ​Real support. Real solutions. Zero BS. Always.

    Let's Do This!