Core Bookkeeping Services

Bookkeeping, Accounting, and Payroll

Our comprehensive bookkeeping and accounting services ensure your financial foundation is accurate and up-to-date.

Daily & Weekly Operations

  • Transaction coding and categorization
  • Bank and credit card reconciliations
  • Expense tracking and management
  • Revenue recognition and recording
  • Receipt and documentation management
  • Cash flow monitoring
  • Quickbooks Setup and installation
  • Quickbooks cloud Hosting

Payroll Services

Focus on running your business while we manage your payroll:

  • Complete payroll processing
  • Tax withholding and compliance
  • Benefits administration
  • Year-end reporting and W-2 preparation
  • Coordinate year end 1099 management

Accounts Receivable Management

  • Customer invoice generation and delivery
  • Payment tracking and application
  • Aging reports and analysis
  • Collection process support
  • Customer statement preparation

Accounts Payable Processing

  • Vendor bill review and coding
  • Payment scheduling and execution
  • Vendor statement reconciliation
  • Expense approval workflow management
  • Vendor relationship management

Accounting & Financial Reporting

Monthly Financial Packages
  • Detailed profit and loss statements
  • Balance sheet preparation and analysis
  • Cash flow statements and projections
  • Budget-to-actual comparisons
  • Financial ratio analysis
  • Management commentary and insights
Specialized Financial Analysis
  • Departmental and divisional reporting
  • Product/service line profitability analysis
  • Project-based financial tracking
  • Custom KPI development and monitoring
  • Trend analysis and benchmarking
Specialized Financial Analysis
  • Year-end closing procedures
  • Tax documentation preparation
  • Financial statement preparation for tax filing
  • Audit support and documentation
  • Annual financial performance review

Technology & Systems

Financial Software Management
  • QuickBooks Online/Desktop setup and optimization
  • Cloud accounting platform implementation
  • Custom chart of accounts development
  • Financial dashboard creation
  • System integration with CRM, POS, and other business software
  • Automated workflow development

Compliance & Controls

Financial Controls Implementation
  • Internal control procedures development
  • Segregation of duties planning
  • Financial policy documentation
  • Fraud prevention measures
  • Compliance monitoring
Regulatory Compliance
  • Sales tax collection and filing
  • 1099 contractor management
  • Industry-specific regulatory reporting
  • Record-keeping compliance

Customized Service Packages

We offer tiered service packages to match your business needs and budget:
Essential Package
Perfect for startups and small businesses focusing on core financial management.
Professional Package
Comprehensive coverage for growing businesses requiring deeper financial insights.
Enterprise Package
Advanced financial management for established businesses with complex needs.

WE ARE HERE TO HELP YOU

Some Services Empowering our clients

Accounting Services for Disaster Restoration Contractors

We match your urgency and understand the details - from emergency mitigation work to complex insurance invoicing.

  • Bookkeeping & Payroll Management
  • Job Costing & Profitability Analysis
  • Accounts Receivable & Insurance Billing Support
  • Project-Based Forecasting & Budgeting/span>
  • QuickBooks & Xactimate Integration
  • Business Valuations for Exit or Sale
  • Quality of Earnings Reports for Acquisitions
Learn More

Bookkeeping & Accounting

Our comprehensive bookkeeping and accounting services ensure your financial foundation is accurate and up-to-date.

We handle:

  • Monthly financial statements
  • Accounts payable and receivable management
  • Financial record maintenance and reconciliation
  • Tax preparation and filing
  • Financial reporting and analysis
  • Quickbooks Certified Pro Advisors, Support and Training
  • Quickbooks Setup & Installation
  • Quickbooks Cloud Hosting
  • Quickbooks Training One-on One Training Sessions
Learn More

Fractional CFO Services

Access C-suite financial expertise without the full-time executive cost.

  • Strategic financial planning
  • Cash flow management and forecasting
  • Budget development and monitoring
  • Financial risk assessment
  • Growth strategy financial modeling
Learn More

Payroll Services

Focus on running your business while we manage your payroll.

  • Complete payroll processing
  • Tax withholding and compliance
  • Benefits administration
  • Year-end reporting and W-2 preparation
  • Multi-state payroll management
Learn More

Business Valuation

Know your company's true worth with our expert valuation services.

  • Comprehensive business valuations
  • Value driver identification
  • Improvement strategies to increase company worth
  • Regular valuation updates
  • Exit readiness assessments
Learn More

Mergers & Acquisitions

Whether buying or selling, our M&A expertise ensures optimal outcomes.

  • Buy-side and sell-side advisory
  • Due diligence management
  • Deal structuring and negotiation support
  • Post-merger integration planning
  • Transaction financial analysis
Learn More

Contact Us

Request a consultation

Ready to elevate your business financial management? Let’s talk about how OSS can support your business journey.

Schedule a complimentary consultation to discuss your specific needs and how our services can help you achieve your business goals.

407-695-8326