OUR CORE SERVICES
Our fixed monthly retainer is sized to your business. No hourly billing, no surprises. We do not prepare taxes or perform audits. Every hour we spend is focused on the financial operations and goals of your business.
Financial Clean Up
Price: Varies on level of Clean Up
This service involves cleaning up all of your businesses past financials up to the current month. This includes:
Categorizing all transactions
Reconciling all accounts
Preparing financials statements
Strategy Session
In this session we will:
Review the current financials
Discuss challenges that you are currently facing
Prepare action plans and implement process improvements to overcome your challenges
Monthly Bookkeeping
Price: Starting at $300 per month
This is our monthly recurring service that allows you to be stress free about your businesses financials. This allows you to put 100% focus into the growth of your business. This includes:
Categorizing all transactions
Reconciling all accounts/schedules
Preparing monthly financial statements
AR & AP Management
Meet the Team
Mark Gordon

Mark graduated with an Undergraduate Degree in Finance from Rowan University and Master’s Degree in Business Analytics from University of Massachusetts Lowell. He brings 6 years of corporate finance & accounting experience to the firm. If you have any financial or accounting related questions about your business Mark is your guy.
Travis Cordano

Travis graduated with a Undergraduate Degree in Accounting and Finance from Rowan University. His 5 years of corporate accounting and implementation allows him to bring in new accounting process improvement to your business. This will give you back more of your time as a business owner to focus on the operations of the business.
Lets talk about your business
Most engagements start with a 30 minute conversation. We will ask about current setup, what is not working and whether or not we’re the right fit.

