Our Services
Comprehensive Financial Management
Cash snapshot designed to understand your true cash position
Budgeting/Cash flows are critical for forecasting and managing the health of your firm
Monthly, quarterly and annual financial reporting and review
Business Planning (strategic business plans for growth and competitive positioning)
Finance Management (complete overview and analysis of your financial picture)
Team Benefits & Payroll
Employee compensation package review
Retirement plan set up and support (401k, SEP IRA)
Health insurance plan set up and support Payroll set up, support, and processing
Studio Designer Software Migration & Training
QuickBooks/ Design Manager/ Houzz & other accounting software migrations to Studio Designer Expertly crafted Studio Designer training & onboarding to fit your office needs
Bookkeeping & Accounting
Client contract review and negotiation
Vendor analysis & discount strategy
Project budget set up & advisory within Studio Designer
Bank & credit card reconciliations
Sales tax filing
Time billing & invoicing
Vendor payments & wire verifications
General ledger posting & review
Accounts payable & accounts receivable follow up & collections
Inventory management & support
Project management & profitability support, reporting, insights & overviews
Tax Services & Financial Management
Strategic business plans for growth & competitive positioning
Complete overview & analysis of your financial picture
Budgeting cash flows for forecasting & managing the health of your firm
Monthly, quarterly and annual financial reporting and review
Cash snapshot to understand your true cash position
Annual tax preparation for personal and business returns
Tax planning, estimates, & notices 1099 Filings
Evaluating the best corporate filing structure for your business
Coordination with ext. tax preparer or NAFC’s in-house tax prep service
Purchasing & Procurement
Preparation of all purchase orders
Manage & reconcile order acknowledgements
Comprehensive order management and reporting
Coordinate with vendors to provide weekly reports to design team
Process trade application paperwork as needed
Manage vendor documentation
Provide reports to receiving warehouse to ensure smooth client installations
Schedule curated delivery