Services | My Site 4

Our Services

Why hire full-time accounting staff when you can get the expertise and flexibility of an entire accounting team, without the long-term commitment? Our comprehensive accounting services are designed to fully replace the need for salaried employees, providing your business with the same level of precision, compliance and financial insight - at a fraction of the cost.

Virtual Accounting powered by real one on one accountants and bookkeepers.

Solving your Accounting, HR or Back Office Support challenges is simple!

Accounting Services

Our Accounting Services include: based on tier package

Monthly Bookkeeping
Categorizing transactions, reconciling accounts, and maintaining clean financial records
Cash Flow Management
Monitoring inflows/outflows and providing insights to improve financial health
Financial Reporting & Analysis
Monthly Profit & Loss, Balance Sheet, and Custom Reports with actionable insights
Accounts Payable & Receivable Support
Invoice processing, payment tracking, and collections assistance
Bank & Credit Card Reconciliations
Ensuring accurate and up-to-date financial data
Payroll
Running payroll for teams of 25 or smaller
Year-End Prep for Tax Filing
Organized records and reporting to support your CPA or tax preparer

Back Office Support

Our Back Office Services include: assigned EA or VA

Inbox & Calendar Management
Organizing schedules, managing appointments, and streamlining communications
Data Entry & Document Management
Accurate input, tracking, and organization of business-critical information
CRM & System Support
Updating pipelines, maintaining customer records, and optimizing system usage
Vendor & Client Coordination
Assisting with communication, follow-ups, and scheduling
Process Documentation & SOP Creation
Building internal systems for efficiency and training
Light Project Management
Task tracking, deadline coordination, and team communication support
Administrative Task Support
From meeting notes to file organization and everything in between

Human Resources

Our HR services include:

Hiring & Onboarding Support
Job postings, applicant screening, interview coordination, and new hire onboarding
Retention Strategy & Culture Building
Employee engagement surveys, career pathing, and recognition programs
Compliance & HR Policy Development
Handbooks, PTO policies, employment classifications, and labor law guidance
Performance Management
KPI tracking, performance reviews, and leadership coaching
HR Admin & Support
Offer letters, employee files, termination assistance, and documentation
Payroll & Benefits Coordination
Liaison with payroll providers, benefits setup, and employee questions