Bookkeeping & Accounting Services
Your Outsourced Financial Department
Firm Numbers offers all-inclusive monthly service packages based on the level of involvement that is best suited to your business.
Financial Assistant
Bookkeeping package best suited to small businesses in need of accurate and consistent financial reporting.
Financial Manager
Controller package best suited to growing businesses in need of objective, numbers-based guidance.
Financial Officer
Fractional CFO package best suited for established businesses in need of strategic and operational advice.
Take Care of the Basics
Clients of Firm Numbers receive attentive service that provides, at minimum, the following benefits:
Weekly bookkeeping maintenance (transaction posting)
Weekly Excel-formatted financial reports
Weekly feedback to ensure the accuracy of your numbers
Monthly recording of payroll and benefits expenditures
Monthly bank account reconciliations including operating accounts, credit cards, lines of credit, and trust accounts
Monthly client invoice recording
Monthly custom reports for specific key performance indicators
Budget update and entry
Chart of accounts updates and maintenance
On-demand coordination with tax preparer and other business advisors
Advanced Services and Custom Capabilities
Payroll Data Entry
New employee set-up, hourly and salaried employee updates, and initiation of payroll activity on the cloud-based payroll software of your choice.
Accounts Payable
Check preparation for ongoing business expenses. Flexible options include paper check delivery, ready-to-print checks, and online bill payment.
Accounts Receivable
Processing and delivery of client invoices from the practice management software of your choice. Note these services do NOT include billable time entry.
Accounting Clean-up
Recording and reconciliation of missing or inaccurate information from your financial records to satisfy tax, compliance, and financial requirements.
Cash Flow Analysis
Tracking and forecasting of incoming revenues and upcoming expenses to improve overall liquidity and finance future business investment.
Accounting Coaching & Consulting
Quarterly or monthly consultations with a qualified accounting professional to discuss accounting best practices, budgeting, pricing, employee training, and more.