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Finance Health is Company Wealth®

Tailored Financial Strategies
for Your Business

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Professional Solution

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#1 in Accounting Solutions

QuickBooks Certified
ProAdvisor Desktop
QuickBooks Certified
ProAdvisor Online
QuickBooks Certified
ProAdvisor Point of Sale
QuickBooks Certified
ProAdvisor Enterprise
QuickBooks Certified
ProAdvisor Online AD

Solution Comparison

Solution Details
Bank & CC Transaction Categorization
Bank & CC Reconciliations
Management Financial Report (Quarterly)
Support Email (Weekly)
Technology & Apps
Engagement Retainer
Inventory Management
Accounts Payable Management
Streamlined Invoicing Service
Sales Tax Reporting
Budgeting & Forecasting
Payroll Services & Suport
Tax Strategy sessions with your CPA (Anual)
Financial Processes Optimization
Cash Flow Improvement Strategies
Profit Maximization Strategies

Frequently Asked Questions

A chargeback in accounting is when a customer disputes a charge, leading to the reversal of a financial transaction. It involves returning funds to the customer and deducting them from the business’s account.
Payroll integration is the streamlined process of combining payroll data with other business systems. This ensures accuracy in salary payments, tax deductions, and compliance.
An accounting firm is a professional service provider offering financial services such as bookkeeping, auditing, tax preparation, and consulting to individuals and businesses.
Forensic accounting is the detailed examination of financial discrepancies for legal proceedings, especially in cases of fraud or embezzlement. Our experts conduct precise investigations to ensure accuracy and reliability in legal matters.
A true-up in accounting is when we adjust previously recorded financial entries to match the actual, reconciled values. It ensures accuracy in our records. It ensures accuracy in financial reporting.
PBC stands for “Provided by Client” in accounting. During an audit or engagement, clients need to share necessary paperwork and information with auditors or accountants.

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