Our team of highly skilled professionals offer a full range of services to meet your Bookkeeping, Accounting, & CFO Level Review and Advisory needs.

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CFO Level Review & Management Advisory

Our CFO staff will personally review your company’s historical financial data and reports in great detail, assess challenges and opportunities, and advise you on corrective actions and forward-thinking growth strategies including cash flow, cost control, ROI, budget, forecasting, and capital. A necessity for for today’s small to mid-sized businesses.

Quickbooks ProAdvisor

Quickbooks Certified ProAdvisors

Services can be performed remotely through our Virtual Accounting Department to reduce disruption to your business.

Becky O'Neill, Accountant, Consultant, Coach, Speaker, Baltimore, Maryland

Virtual Accounting Department

Key Services Include:

Reconciliations
Reconciliation of balance sheet accounts including checking, savings, money market, loan, credit card, line of credit, etc. accounts

Cost Accounting
Tracking of costs and income related to your individual projects, jobs, or manufactured products, analysis and reporting

General Ledger Maintenance
Reconciliation of all G/L accounts, account analysis, creation of new accounts when needed

Financial Statements
Preparation of financial statements, analysis and review on a regular basis or as needed

Create and Maintain Budgets
Creation of budget(s) based on your unique business operations, goals and objectives, progress analysis and review on a regular basis

Accounts Payable
Posting of bills to be paid, tracking thereof, check writing (to be signed and distributed by your business), and reporting as needed

Accounts Receivable
Creating customer invoices, tracking, application of customer payments received, and reporting as needed