Outsourced Accounting & Financial Services

From the new business owner who wants to start out on the right foot to the experienced entrepreneur who needs to clean up their records, our bookkeeping services will ensure organized financials through:

• Daily transactional data entry for both accounts payable and receivable

• Billings to clients

• Payment processing to vendors

• Cash receipt application

• Credit card and bank statement reconciliation

Are you finding your needs and processes are growing more quickly than you can manage? Outsourced managerial accounting is a great option for companies with advanced requirements. As your external Controller and CFO, we will take care of:

• Budget creation and maintenance

• Asset schedule maintenance

• Balance sheet reconciliation

• Income statement preparation

• Metrics data analyzing

• Financial statement compilation and presentation

• Corporate, sales, use, and tax filing and compliance

• Financial forecasting

• Cash management and cash flow projection

• GAAP compliance

Even clients with an existing accounting team sometimes need an outside eye on their numbers. Our consulting services will help you analyze current systems, build new ones, and develop better financial practices. Your financial health assessment includes:

• Complete analysis of accounting practices, procedures, and financial data.

• Identification of strengths and weaknesses within your accounting department.

• Development of a customized accounting and financial framework.

• Training and implementation of the new systems.

• Monitoring of the progress to ensure desired results.

As a construction or service-based business owner, you have very specific processes and requirements to follow. You need an expert who understands how your business and industry works. Our outsourced accounting services will help you to be more profitable and compliant through:

• A review of your construction or service industry job costing system.

• Improvement/development of the process so you can track the progress of your projects in real-time.

• Maintenance of your job costing system.

• Work-in-process reports to improve the accuracy of your accounting records by recognizing expenses and revenue within the month in which the work was performed.

Taking care of your employees and ensuring their time, pay, and taxes are managed properly is a hefty responsibility. Leave it to a specialist who not only manages payroll but provides an entire platform to create a seamless process. You’ll enjoy:

• Assessment of your payroll processes, procedures, and compliance.

• Development of systems and procedures that instill confidence and accuracy in your records.

• Full-service software to complete your taxes, withholdings, and filings.

• Employer portal for managers to easily approve payroll and time.

• Employee portal to manage personal information (W2, paystubs, and time clock).

Are you concerned about your company’s human resource management practices? Whether you’ve recently started growing your team or it’s been a while since you last reviewed your policies and procedures, an HR review can identify gaps and risks.

Check & Balance will evaluate your systems for compliance and make recommendations. If your business could benefit from full-service HR management, we’ll be happy to refer you to one of our trusted partners.

Education and knowledge is a critical part of successful accounting management. We will empower you and your team with: 

• Full evaluation of your accounting software systems and recommendations for changes.

• Implementation of your software.

• Comprehensive training for you and your staff (with options for group and individual settings).