Our

Services


 

Bookkeeping

Good bookkeeping is the cornerstone of so many of the other services we provide, and that is why we always build from the best bookkeeping practices.

Data Entry

Data entry is one step of bookkeeping that we try to keep at a reasonable cost. We understand that sometimes you need a worker bee putting the right information in the right place.

Tax Prep

We can post your income and expenses, balance and send to your accountant for final tax analysis to keep you up to date an compliant. We can also aid in prepping and sending sales tax and other government required paperwork. Ask us if you have specific questions. 

 

 

Business Writing

If you have business writing that you need done, we can help. We have a keen sense for taking what you want to convey and putting it in to documents that are clear and concise.

 

 

COPY WRITING

Do you need copy for your website, brochures, newsletters/emails, or blog? We take your products and services and create inviting content for your chosen media.

GRANT WRITING

This is a new service added to the repertoire, to help the non-profits we are so dearly connected to. We can help with applying, setting up tracking, and reporting for grants you are interested in. We can also help you find grants that may apply to your non-profit. Let us help you brainstorm your needs and ideas, and find the money that helps your non-profit reach people in need.

Notary

Christy Felton is a notary, and can travel to your site to notarize documents with proper identification. Coming to you makes it easier when you have to get several parties together. Call us to find out more.

Financial Reporting

Are you curious about how your company is doing financially, but not completely sure where to start? We can help you crunch your numbers and track where you are and where you would like to be.  If you have a Board of Directors to report to, we can help you put heavy data into palatable pieces and descriptive charts.

KPI Analysis (Key Performance Indicators)

If you are already tracking time spent on projects, and overages - we can help you look at your staff utilization. Comparing your quarterly performance can help you to see where you are experiencing shortfalls and where you are flourishing.

Budgets (rolling)

When you have an annual budget that you are trying to stick to, we can help you track it on monthly basis.  Our rolling budgets can advise you on expenses that are out of whack, and or help you curb income shortfalls. Rolling budgets can also show you if you have budget excess to use, and when your income, grants, and/or donations are great!

 

 

Office Suite

We are skilled Office Suite users, and we can coach you to help you use these tools more effectively. We use the latest version of Office 365 in our daily operations, but having used the tool for many years, we can are well versed in older editions as well.

 

Excel - Advanced

Christy Felton is a certified Advanced Excel user. She can help you with Spreadsheets you are already using, helping you clean up your data to make it effective and efficient. Do you need new Spread Sheets? We can help you create spreadsheets to help you track info you need at your fingertips.

 

Powerpoint

Needing a great looking presentation is no harder than giving us a call! We can take your data, products, and copy and turn them into a gorgeous and engaging PowerPoint presentation. Bring us your logo, fonts, and colors and we will bring your message to life.  Or we can start from scratch, your choice!

Word

Word is a common tool that holds a couple of pretty cool secrets. Let us help you unlock what Word has to offer you.