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.

