Specialized Add-On Services

Specialized Add-On Services

Add-on services for an extra layer of financial growth

Back-Office Reboot

  • Is your financial data messy, incomplete, or inaccurate? Our Back-Office Reboot services help you organize your records and get your accounting back on track.

Bookkeeping Clean-Up

  • Our team corrects and organizes your historical financial data. This service is for when transactions have been recorded, but the data is messy, incomplete, or inaccurate.

Bookkeeping Catch-Up

  • We process and record transactions that were never entered into your accounting system. This brings your records fully up to date.

Optimize Cash Flow with AR Collections

  • Improve your cash flow with our accounts receivable collections services. We help you get paid faster with consistent and professional follow-up.

Basic AR Collections

  • A set number of courtesy reminders and follow-up emails for overdue invoices.
  • Track and record all collection activity.

Advanced AR Collections

  • Includes all Basic AR Collections services.
  • Adds phone calls to clients for follow-up.
  • Provides semi-monthly Accounts Receivable (AR) aging reports.

Project-Based Accounting and Cost Management

  • Ensure the profitability of every project with detailed accounting and analysis.

Detailed Project Budgeting

  • Create and track budgets for specific projects.

Cost Management and Job Costing

  • Provide detailed, project-level accounting and reporting for project managers.
  • Monitor and analyze revenue, expenses, and profitability at the project level.

Budget vs. Actual Reporting

  • A report that compares your real-time financial performance against your budget.
  • Can be provided at the task or subtask level.

Profitability Analysis

  • Deliver regular reports detailing the profitability of individual projects.

Prevailing Wage Certified Payroll Services

  • Stay compliant with California's Prevailing Wage laws. We provide specialized payroll services for contractors on public works projects.

Processing Certified Payroll

  • Handle the preparation and submission of certified payroll reports as required by the California Department of Industrial Relations (DIR).

Benefit Tracking

  • Track and manage fringe benefit contributions for employees.

Compliance Monitoring

  • Keep track of the California State regulations required for certified payroll.

Benefit Administrative Services

  • We simplify the administration of employee benefits, saving you time and ensuring accuracy.

Health and Welfare Contributions

  • Record employer and employee contributions for medical, dental, vision, disability, and life insurance.

Retirement Plans

  • Manage contributions to 401(k) plans and other retirement accounts.
  • Handle manual funding through third-party portals.

Paid Time Off (PTO)

  • Track and reconcile the financial accrual and usage of employee vacation, sick days, and personal leave.

Flexible Spending Accounts (FSAs)

  • Administer and manage Flexible Spending Accounts for your employees.

Basic HR Administrative Services

  • We handle the essential administrative tasks of the employee lifecycle, so you can focus on running your business.
  • Onboarding Support: From paperwork collection to process management, we ensure a smooth start for your new hires, all in line with your company policies.
  • Offboarding Support: We manage the termination process, including required compliance handouts and processing final checks.
  • Recruiting Support: We manage your job postings on popular online platforms, like Indeed and ZipRecruiter, to attract the right candidates.

Find Your Perfect Specialized Plan

Your financial success is our business. We offer a full suite of services designed to bring clarity, control, and lasting value to your company.

Custom

Get a tailored solution designed to fit your specific business needs. Whether you require additional features or specialized services, our team will create a personalized plan just for you.

  • Consultation to discuss your requirements
  •  Custom feature development or service setup
  • Flexible scope based on your goals
  • Personalized quotation and timeline
  •  Businesses with unique or advanced needs beyond our listed packages.