Customer Invoicing & Accounts Receivable
Our team will maintain customer master files to keep them neat and organized. With your assistance, we will create invoices and send them electronically to your customers to submit for payment. We will also assist in posting of cash receipts against open invoices. If necessary, we can support your team with light collections by phone and email.
Expense & Accounts Payable Management
With your assistance we will code and post payable invoices (bills) into the system in the appropriate periods. We can also assist with bill pay with explicit approval from your team. In addition to data entry we will assist in reconciling your vendor files to ensure they are clean and organized. If your business utilizes sub-contractors, we can also assist with 1099 maintenance at year-end.
Financial Reporting, Budgeting & Analysis
Financial Reporting is key to understanding your business. We can run monthly, quarterly and yearly reports to help you make financial decisions about your business. In addition to trend analysis and any other reporting you might need help with we also offer cash forecasting and budgeting. We know that paying your vendors is a critical part of running your business and we want to help you do so in a way that won’t leave you short on money each week.
