(805) 585-3800

A Virtual Accounting Team in the Cloud

You could hire the 5 people below to fill out your accounting department. Or you could use Numberwise to pick and choose which services you need, and we will provide a well-trained team to deliver those services for less than the cost of one full-time employee.

*All names have been changed to protect the innocent

TAXES

Bill makes sure you don’t get on the bad side with the IRS. As your business grows, the taxes become more complicated. And if you have visions of selling the company, it is never too early to get Bill involved in developing an exit strategy.

  • Annual income tax return preparation
  • Tax planning and strategy
  • Audit representation
  • M&A consulting and exit planning
  • Sales tax compliance

BOOKKEEPING

Amy is responsible for making sure every bank transaction and credit card charge is properly recorded and that all accounts are fully reconciled each period. She specializes in categorizing expenses in a smart way to help you understand your revenue sources and your spending habits.

  • Transaction data entry
  • Bank account reconciliations
  • Credit card reconciliations
  • Class and department tracking
  • Month-end close

REPORTING

Lisa understands the business and understands which numbers are important. A basic profit & loss statement is fine for sending to the bank, but you want financial reports in real-time that help you make important decisions about your business.

  • Monthly financial reporting package
  • Customized financial dashboards
  • Budgeting and forecasting
  • Weekly flash reporting

PAYABLES

Matt manages your day-to-day bills from receipt of the bill to paying your vendors. Matt enters the bills, attaches supporting documentation, and obtains your approval prior to releasing payment. Everything is done electronically so you can run your business from anywhere.

  • Enter incoming bills
  • Issue payments to vendors
  • Expense reimbursements
  • Issue year-end 1099s
  • Pay credit cards

PAYROLL

Kevin is everyone’s favorite – because if he doesn’t do his job, nobody gets paid. He enters the time-sheet information into the payroll system and processes direct deposits. Each quarter and at year-end, he processes the payroll tax filings to make sure everything gets reported properly.

  • Enter payroll each pay period
  • Process payroll with direct deposit for employees
  • Submit quarterly payroll filings and tax payments
  • Track paid time-off
  • Annual W-2 wage reporting
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