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We are QuickBooks Pro Advisors, and work with most other accounting software packages. We have extensive experience setting up and customizing books in a variety of industries.

But we do more than data entry; our team has a deeper understanding of your business and your needs, for example: Donna Vilardi and her team can act as a CFO/controller service and consult with your CPA (or recommend one) for tax preparation purposes.

We save you money because CPAs charge many times our fee to do day-to-day financial work.

We can anticipate a cash-flow crunch before it happens and communicate with your vendors to alleviate any problems. We’ll save you money by finding the best vendors for insurance, credit card processing and payroll services.

Plus, with Donna’s Cloud™, our unique proprietary data cloud program, we can host all your financial data, whether it’s QuickBooks, Excel, Word, or PDF format. Why clutter up and slow down your network and risk losing it all in a crash or power outage? With Donna’s Cloud, your data will be secure and readily accessible to you 24/7 from anywhere!

To keep your business running smoothly on a day-to-day, weekly or monthly basis, we oversee the following:

  • Development and
    set-up of systems, procedures & workflow
  • Operating Budgets
    & Forecasting
  • Chart of Accounts
  • General Ledger
  • Sales & Accounts Receivable
  • Purchases & Accounts Payable
  • Comprehensive Billing
    & Invoicing Systems
  • Payroll & Payroll taxes
  • Employee Set-up and Benefits Management
  • Cash Flow Management
  • Reconciling Credit Cards
  • Reconciling Bank Statements
  • Sales Tax
  • Financial Statements — (includes monthly reports, weekly flash reports,and end-of-year accounting)
  • Full Reporting & Analysis Services
  • Filings, including 1099 & W-2 processing
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