Call us when you outgrow your bookkeeper or when you can’t do it yourself. When you need long term strategy and a sounding board based on math, experience and sometimes a gut. When reconciling pass-through costs and calculating a rate card for an RFP is now a process. We’re a dedicated staff with some helpful technology thrown in for good measure.
We are not a bookkeeping service. We’re a finance department, coming to you with administrative help, bookkeepers, junior and senior accountants, a Controller, CFO and CPAs. All ready when you need them and for just the projects they’re best suited to deliver for you.
Your clients don’t know we’re outsourced. In fact, your employees may not know, either. as far as anyone knows, we’re all on your team!
We’ve been in the industry since dial-up modems were a thing and we’ll still be here when Elon Musk figures out how to do it telepathically.
Kevin has been in public accounting since 1992, working mainly with small businesses and high net-worth individuals. From his start in a 3-person firm to Tax Manager of a 600+-person company in New York City, he lived and breathed accounting even before it was cool. Kevin has won a number of awards (who knew there were awards for accounting!), has been published multiple times in various industry publications and hosts webinars attended by CPAs for Intuit. Kevin has worked predominantly with creative clients since he was a pup.
The affinity with creatives is natural: Kevin is also a tech junkie and software designer with a number of firsts under his belt—like the first accounting iPhone app, TaxVault, and the first “how not to” blog-turned-book, Negatism. And for fun, founded CPApp®, an online tool that provides everything you need to run an accounting firm that he sells to other CPA firms.
When he’s not working, he spends his time reading and looking for his golf ball. He lives in Easton, CT with his first wife and two children.
Since joining us, Russell has worked exclusively with our major business clients, now acting as Controller for the largest. He also oversees many of our small business clients, and guides our talented staff using “real world” experience: having been a commercial photographer in a previous life, Russell understands the concerns of creatives and can talk their language.
In the midst of any chaos, Russell manages to keep calm. He’s extremely detail-oriented, has a couple of education degrees, is the in-house IT guy who we trust more than our IT guy, and also is a certified Intuit ProAdvisor. He went Apple before it was cool and stays a Mets fan even when it’s not.
Financial forecasts, cash flow modeling and projections
Income tax planning and preparation
Ongoing/daily communications and conversations
Sales and other local taxes
Maximize return on cash balances
Handle payroll and expense reports
Long term strategy
Retirement plan implementation and management
And anything else you would expect from a fully-staffed, well-oiled Finance Department at your disposal.
Created, refined and continually upgraded in real-time by us and you!
- An easy accounts payable approval process
- A detailed look at your cash and invoice pipeline
- Simplified and integrated employee expense reports
- A task list for you and us
- Employee expense reports and approvals
Pick the modules you need, if you need it. Unlike our ‘competitors’ we don’t make you use our proprietary software to “lock” you into our ecosystem. It’s available when it may solve a need, make you more efficient or sometimes you just think it’s a cool as we do!
The final product is a detailed, specific white paper with recommendations you can use as a roadmap to get your Finance department up to speed… or even to validate it’s all being done efficiently and accurately already. We waive the fee if you sign on for an ongoing Finance Department engagement.
Read more in our brochure.
IRS and state representation
Accounting software selection, implementation, and maintenance
Business entity selection
Mergers and acquisitions
And yes, bankruptcy and dissolution if necessary
Connect with us today to learn more.
Our Controller reviews the books to be sure they are accurate. We also propose strategies and implement best-practices procedures to make everyone more efficient.
A CPA reviews each set of financial statements to check for reasonableness and adherence to Generally Accepted Accounting Principles (“GAAP”). We have another CPA who specializes in taxation to be sure you are paying as little as possible at every turn and strategizing for the future.
The best part? The price! Likely lower than you think. Plus, with all these Finance professionals in place, you are equipped to make the best financial decisions for your organization and be prepared for growth.
We use all the leading digital communication tools. We can also use SnAppshot ® which picks up where QuickBooks Online leaves off to make working with us seamless. Plus, all your data is accessible to you at all times.
We use our proprietary software, SnAppshot ® which has a built in, easy-to-use accounts payable approval process (we call it Pay-Able®).
Our own proprietary software created exclusively for our clients.
Code expenses, assign expenses to a job, add classes, add attachments, etc. all while restricting access to sensitive information.
A list of open items and tasks we need you to review & tasks you have for us as well! Organized and all in one place.
See all potential revenue by month for all current and new prospects, factored by likelihood.
Approval process for your accounts payable.
Employee expense approval and reimbursements.