Services

• Monthly P&L Review
• Bank Activities and Reconciliations
• Initial Chart of Account review (SLI or other peer group)
• Cleanup vendor list 
• Cleanup client list

• Invoicing including late fee invoices
• Systems syncing
• Payment portal review
• Application of customer payments in accounting software
• Agreement creation/cancellation in ConnectWise Manage 
• New company creation in ConnectWise Manage
• Process credit card payments as needed 

• State sales and use tax (Monthly/Quarterly/Annual) 
• Process vendor invoice payments 
• Enter vendor invoices/credits in accounting software
• Process internal account transfers
• Pay company credit cards 

• Weekly or Bi-Weekly Meetings
• Time & Expense sheet reminders and review
• Agreement review
• Ticket templates
• ConnectWise Finance Management
• Cleanup

• Entry in accounting software: breakdown by service team (e.g., techs, admins, and owner, based on Chart of Accounts)
• Review and sync expenses from ConnectWise Manage
• Process & Submit payroll according to pay schedule 

Help directors make custom reports based off business needs. 

Part of SLI or another peer group? We can help with those reports too!

Advice on integrating accounting services into modern applications. 

Minimizing inconsistencies when creating MRR agreements and block hour agreements.

Financial reporting to help make informed decisions based off current AR.

Monthly review of vendor invoices to locate any billing discrepancies.

Place effective review processes and reminders