Virtual Accounting Services

Virtual Accounting Services

Bookkeeping & Reconciliation

Our Bookkeeping & Reconciliation service keeps your day-to-day finances clean, current, and audit-ready so you can focus on your …
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Tax Preparation & Compliance

Our Tax Preparation & Compliance service is designed to remove the anxiety from filing season and keep you in good standing …
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Financial Reporting

Our Financial Reporting service turns raw numbers into clear, decision-ready insight. We prepare monthly and quarterly statements, …
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Budgeting and Forecasting

Our Budgeting and Forecasting service gives you a forward-looking roadmap instead of a backward-looking snapshot. We work with leaders to …
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Payroll Processing

Our Payroll Processing service keeps your people paid accurately and on time while we handle the complexity behind the scenes. We manage …
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Audit Support and Preparation

Our Audit Support and Preparation service is built to turn audit season from a fire drill into a routine checkup. We clean up and …
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Grant and Fund Accounting

Our Grant and Fund Accounting service keeps every restricted dollar tracked, documented, and ready for scrutiny. We design your chart of …
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Outsourced CFO Services

Our Outsourced CFO Services give you executive-level financial leadership without the cost of a full-time hire. We join your leadership …
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Gold Tier

Tailored for complex small businesses and nonprofits managing multiple programs or grants. Combines cloud-based bookkeeping with monthly management reporting, predictive forecasting, and executive CFO-level advisory.

Silver Tier

Built for organizations outgrowing the basics. Includes day-to-day management, monthly closes, financial statements, and variance reports, giving leaders clear cash flow oversight without the spreadsheet headache.

Bronze Tier

Best for freelancers and small, growing organizations. Covers transaction posting, reconciliations, and a simple month-end review to keep your books organized, tax-ready, and compliant without breaking the budget.

Enterprise/Government Tier

Custom-engineered for public entities, large nonprofits, and municipalities. Focuses heavily on strict fund accounting, public accountability, multi-fund ledger design, and audit-ready reporting.

Sector-Specific Accounting Guidance

Nonprofits, small businesses, freelancers, and municipalities gain accounting that reflects real-world challenges, including grants, seasonality, and public accountability.

Virtual, Accessible, and Personal

Secure cloud systems, virtual meetings, and custom reporting create real-time visibility, while our New Orleans roots keep the relationship grounded and personal.

Credentials That Protect You

EA, CMA, GFOA membership, and QuickBooks ProAdvisor status support clean audits, strong compliance, and confident decisions for leadership.