TOOLS and DATA

We are prepared to help you no matter how much you know or don't know about accounting. We have unique expertise in extracting, analyzing and integrating data in both QBO and Excel. We can and will create tools for you to leverage the unique aspects of your business.

We have done complex Order to Cash analysis, Bank and Balance Sheet Reconciliations, Fixed Assets, Revenue Recognition, Sales Tax Exposure, Cost analysis and highly unique pivot tables and models for you to look at your data the way you want to.

Our CPA, a self-described "Data Junkie", is able to build models and transform data to get you the answers and results you need to help run and grow your business.