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Accurate records are essential to a successful business. We help with accounting & bookkeeping tasks so you can focus on your core business.

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We aim to provide you with the financial and accounting support that you need to grow your business. Our team has experience in the financial management of successful organizations and we can share that experience with you, allowing you to focus your efforts on the customer-facing aspects of your business.


We will process payroll and prepare required federal and state quarterly and year-end payroll reports including Form 940 and 941, DOL-4N, and G-7. We also prepare employee W-2s and 1099s for independent contractors. 

Bank Reconciliations

We will perform month-end bank and credit card reconciliations and investigate any reconciling items. We will make any necessary journal entries to keep your financial records accurate.

Bill Pay + A/R Collection

We will implement processes to collect, approve, and pay bills while monitoring cash flow.

Chart of Accounts

Based on your type of business, we will help you establish and customize a chart of accounts as well as help you determine which account is best-suited for a particular transaction.

Financial Statements

We will assist you with compiling financial reports to monitor your company’s overall financial position, including the Profit and Loss Statement, Balance Sheet, and Statement of Cash Flows.

Sales & Use Tax

We will calculate and file your sales and use tax forms so you can quickly and easily remit funds to the correct reporting jurisdications. 


Managing your nonprofit organization’s financial obligations, while staying focused on your core mission, can be a challenge. Click Financial offers fund accounting for nonprofit organizations so that you can monitor restricted funds and stay compliant with federal laws.



As Certified QuickBooks ProAdvisiors, we are equipped with the knowledge and experience needed to:

  • Provide specialized training for you and your staff on how to use the software.

  • Set-up your QuickBooks account and customize your chart of accounts to your specific business.

  • Set-up QuickBooks Payroll including enrollment in e-file and e-pay programs as well as setting up direct deposit for employee pay.

  • Syncing your bank and credit card accounts to have full integration with QuickBooks online to avoid manual uploads of financial data. 



The outsourced CFO/controller model allows start-ups and small to mid-sized companies to benefit from the knowledge and expertise of an experienced financial professional without the hardship of a hefty salary. It is an economical and convenient option for over-whelmed business owners who don't have the time or desire to manage their company's finances. If you'd like to learn more about our part-time CFO/controller service, please contact us for a free consultation. 

Outsourced CFO
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