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Services
Fractional Accounting and Bookkeeping Services
Fractional Accounting and Bookkeeping Services
Fractional Accounting and Bookkeeping Services
Let us manage your bookkeeping and accounting, allowing your team to dedicate their efforts on taking your business to the next level.
Training Retreats
Fractional Accounting and Bookkeeping Services
Fractional Accounting and Bookkeeping Services
Treat your team to an educational bookkeeping retreat to learn about modern techniques that will increase their efficiency.
Process Management
Fractional Accounting and Bookkeeping Services
Process Management
We'll analyze, streamline, and automate your workflows, ensuring that your operations run smoothly and effectively.
Fractional Accounting and Bookkeeping Services
Accounts Receivable
- Streamline your cash receipts process by maximizing available integrations with your ERP/CRM, banking, and accounting systems
- Review and apply client payments in your accounting system
- Prepare Accounts Receivable Aging reports and analysis
Accounts Payable
- Review vendor invoices by verifying details and ensuring accuracy. Ensure proper documentation and approval for all expenditures
- Enter vendor invoices in accounting system for payment processing
- Schedule and prepare payments
- Establish and maintain relationships with vendors
- Address and resolve any discrepancies or issues with vendor invoices
- Maintain vendor database
- Prepare Accounts Payable Aging reports and analysis
Accounts Payable and Accounts Receivable Management
- Training existing team members and assisting with onboarding and training new A/R and A/P staff
- Creating job aids
- Process documentation and improvement
- Monthly review of A/R and A/P entries for coding accuracy
Accounting
- Monthly Accounting Entries
- Schedule creation and tracking
- Financial Statement Review/Preparation (P&L/Balance Sheet/Cash Flow)
- Manage upcoming or existing ERP/CRM integration with accounting software
- Support for Yearly and Quarterly Income Tax State and Federal Filings*
Payroll and Compliance
- Process Payroll and manage quarterly and annual payroll tax returns through designated payroll provider
- Onboard new employees in payroll system
- Process annual W-2s via designated payroll provider
- Annual Business license renewal filings
- Prepare and file Local, State, and Federal Quarterly and Annual non-income and non-payroll tax returns as required by each jurisdiction (Incl. franchise/sales tax returns if applicable)
*Elevate PMA LLC is responsible for providing support in connection with the filing of your income tax returns but does not assume responsibility for the truth, accuracy, or completeness of your income tax returns. We pledge to work closely with your tax services provider (TSP) by assisting with pulling any historical transactional activity necessary for each filing as requested by your TSP.
Process Management
Process Analysis and Mapping
- Detailed assessment of your current processes to identify inefficiencies and bottlenecks.
- Creation of clear, visual process maps to provide a comprehensive understanding of your workflows.
Process Optimization
- Implementation of best practices to streamline and improve your processes.
- Reduction of redundant tasks and elimination of process inefficiencies to save time and resources.
Automation Solutions
- Integration of advanced automation tools to handle repetitive tasks.
- Use of robotic process automation (RPA) to enhance accuracy and speed in your operations.
Performance Monitoring
- Continuous monitoring of process performance to ensure optimal operation.
- Use of key performance indicators (KPIs) to measure success and identify areas for further improvement.
Training and Support
- Comprehensive training for your team to ensure smooth adoption of new processes and tools.
- Ongoing support to address any issues and ensure continuous improvement.
Training Retreats
Digital
Somewhere Fun
In Person
In Person
Somewhere Fun
In Person
Somewhere Fun
Somewhere Fun
Somewhere Fun