We meet our clients' needs by providing à la carte services. Services include: setting up or restructuring accounting books, staying current with bookkeeping, month-end closing, processing payroll, hiring your employees, financial reporting, budget and cash flow forecasting, and strategic planning. We also provide consulting CFO services. We are very proficient in QuickBooks® Online. Through a collaborative approach, it is our job to develop a plan that best fits your needs so that you can keep enough money in the bank to cover your costs and focus on your passions.
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Sentiment Analysis
For me (like for many individuals out there), finances can sometimes be a scary topic to discuss; however, Nicole and her team do everything they can to make you feel at ease.
They are very thorough and are always available to answer any questions.
Always efficient, knowledgeable, helpful and they answer any questions I have no matter how small.
They also handle billing/invoicing and are able to integrate all of our different systems into a comprehensive package.
PM has helped us navigate through Quick-books, help keep our books organized, up to date and shown us how to improve our finances.
They take care of everything so I can focus on growing my business.
Set up everything I needed for my business and provided the training I needed to manage my business with the support I needed to be successful!
Even more importantly, they provided me with support and training so I'm able to maintain my books.
As a small business owner they helped keep me better organized and my tax accountant couldn't be any happier.
They have helped us; tidy up, improve our systems, compile monthly financial reports, set goals & are a great resource for guidance as well.
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