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Back Office Support System—It’s like having your own accounting department

How We HelpServices That Keep the Financial Side of Your Business Moving

When you outsource your accounting work to us, it’s like having a trusted advisor on staff. Our team handles all of your day-to-day accounting tasks so you can focus on what’s important—running your business. 

We work collaboratively with you via our advanced, secure website platform to support a streamlined and highly efficient workflow. And because work is performed online, you always have real-time views of your data and financial situation. Best of all, we bundle services for a fixed monthly fee—allowing you to budget effectively and never get an unpleasant billing surprise.

How We Help

Your back office support system

Basic

Includes Basic plus:

Account reconciliation

  •  Reconcile bank accounts
  •  Reconcile electronic transactions into QuickBooks
  •  Reconcile credit card accounts

Advice

  •  Prepare monthly financial statements
  •  Prepare monthly budget reports
  •  Tax planning
  •  General business consulting

Tax

  •  Tax preparation

Plus

Includes Basic plus:


Payroll

  •  Prepare payroll
  •  Submit payroll taxes to agencies
  •  Prepare payroll tax returns
  •  Provide employee access to electronic paystubs
  •  Provide employer access to electronic pay records
  •  Prepare W-2s
  •  Pension remittance
  •  Garnishment remittance




Premium

Includes Plus plus:


Bookkeeping

  •  Process bills and payments
  •  Track credit card expenses and receipts
  •  Process employee expense reports
  •  Prepare 1099s for contractors
  •  Provide digital access to paid bills
  •  Quarterly video conference to review key performance measures






Bookkeeping

You have enough to do running your business. Let our seasoned team handle all your complex bookkeeping work including daily transaction classification and expense tracking, payroll, bill payment and invoicing, business tax planning and preparation, and reporting. We’ll make sure you always have a clear picture of your financial position.

  •  Assurance—Trust that your back-office accounting work is processed accurately and in a timely manner.
  •  Time savings—Take back all of those hours spent in the back office processing bookkeeping work…and put them toward advancing your business.
  •  Cost savings—Billed at a fixed monthly fee, you can eliminate billing surprises caused by creeping hourly fees.

Tax Preparation

Tax season doesn’t have to be stressful when you work with our team. Our filing process offers a seamless digital experience—from gathering your tax documents to filing your return electronically.

  •  Personalized—Because every client is different, we examine appropriate deductions and consider your unique situation to help minimize your tax burden.
  •  Convenient— From initial collection of tax documents to filing, we provide a seamless digital experience.
  •  Year-round support—We are available throughout the year to help you make smart tax decisions and put a sound, strategic tax plan in place.

Payroll

We can take over your time-consuming and complex payroll tasks including processing of scheduled payrolls, employee setup, salary changes, payroll filings, W2 and 1099 processing, time tracking and more.

  •  Assurance—Trust that your payroll is processed accurately and payroll taxes are filed on time.
  •  Time savings—You’ll save countless hours when you let us handle your time-consuming payroll tasks.
  •  Convenience—Work with our team from our secure online platform to process payroll with ease and efficiency.

Advisory Services

Running a small business comes with unique challenges, especially when managing your most valuable asset—your people. Whether you’re facing HR issues, striving to build a strong company culture, or need help attracting the right talent, our Fractional HR Advisory Services are here to support you.

What We Offer:

Solving HR Issues

HR problems can arise anytime, and knowing how to address them quickly and effectively is crucial to maintaining a healthy work environment. Our experts are on call to assist with:

  •  Employee relations and conflict resolution
  •  Compliance with employment laws & regulations
  •  Addressing workplace harassment or discrimination concerns.

Culture Development

A positive company culture is the foundation of a successful business. We help you shape and nurture a culture that reflects your values and motivates your team by providing the following:

  •  Customized culture-building strategies
  •  Employee engagement & retention plans
  •  Leadership coaching & development

Talent Acquisition Strategies

Attracting and retaining top talent is critical to your business’s growth and success. Our advisory services include:

  •  Crafting compelling job descriptions and recruitment strategies
  •  Interviewing tips and selection process optimization
  •  Onboarding plan overview that sets new hires up for success

Business foundation services

No business owner should have to go it alone. Let us help you build a strong foundation by educating and advising you on several key areas of business start-up, including:

  •  Entity type analysis—We’ll help you navigate which entity structure is right for your business as well as handle state and federal form preparation.
  •  Accounting system setup—Our team will ensure that your accounting system is optimized to support a streamlined, efficient workflow.
  •  Retirement plan analysis—We’ll help you identify the best retirement plan for you and your employees…and one that doesn’t break the bank.

Business management services 

Our business management services were designed to provide you with the right financial information at the right time—delivered in business-owner-friendly language.

We’ll meet with you regularly to discuss your financials and offer deep insight into your data via business-critical and highly customized reports, including budgeting and tax planning. We’ll also track and provide deep analysis of revenue and profits, expenses, payroll, credit card fees, cash flow, and unique KPIs (Key Performance Indicators). It’s like having a CFO…but at a fraction of the cost!

Take a moment to consider all of the services available to you:

  •  Budgeting
  •  Revenue analysis
  •  Expense analysis
  •  Payroll analysis
  •  COGS (Cost of Goods) analysis
  •  Credit card fees analysis
  •  Cash flow analysis
  •  Industry KPI analysis
  •  Tax planning and projections

Factional HR Advisory Services


Solving HR Issues
HR problems can arise anytime, and knowing how to address them quickly and effectively is crucial to maintaining a healthy work environment. Our experts are on call to assist with:

  •  Employee relations and conflict resolution
  • Compliance with employment laws and regulations
  • Addressing workplace harassment or discrimination concerns

Culture Development
A positive company culture is the foundation of a successful business. We help you shape and nurture a culture that reflects your values and motivates your team by providing the following:

  • Customized culture-building strategies
  • Employee engagement and retention plans
  • Leadership coaching and development

Talent Acquisition Strategies
Attracting and retaining top talent is critical to your business’s growth and success. Our advisory services include:

  • Crafting compelling job descriptions and recruitment strategies
  • Interviewing tips and selection process optimization
  • Onboarding plan overview that sets new hires up for success

How It Works:

Tailored to Your Needs
We understand that every business is unique. That’s why our Fractional HR Advisory Services are flexible and designed to meet your specific needs. For up to 5 hours per month, you can access expert guidance via phone or email to address your most pressing HR concerns.

Why Choose Us?

  • Expertise: Our Fractional HR Executive brings 20+ years of HR & Recruiting expertise across various industries.
  • Cost-effective: Get the support you need without the cost of a full-time HR department. Plus, no long-term contracts mean continuously earned business.
  • Responsive: Quick and practical solutions delivered when you need them.  Based in the Philadelphia suburbs, servicing clients nationwide.

Ready to Get Started?
Empower your business with the HR support it needs to thrive. Contact us today to learn more about our Fractional HR Advisory Services and how we can help your small business succeed.


Business Valuations 


Many small business owners struggle with planning for the future because they have so many unknowns. They don’t know how much their business is worth, when they should sell, whether they will find the right buyer, get the right price, or even how much insurance they should carry. 

We provide principal facts for business owners to ensure they can make sound business and personal financial decisions. Our innovative technology allows us to deliver accurate and efficient business valuations. Our firm can then assist you with multiple services according to your specific business needs.

  •  Retirement planning
  •  Estate planning
  •  Exit planning
  •  Business planning
  •  Protection planning


ContactLet’s Get Started On Securing Your Future

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