Welcome Message from the Founder
A Complete, Cloud Based, Integrated, and Streamlined Accounting Department for Entrepreneurial Businesses and Social Enterprises
Congratulations! You followed your passion, lived in your dream, and are doing what you love to do. As an entrepreneurial leader, you need simple clarity on where you are and where you can go. We get that. The tedious, time consuming, and often confusing task of financial management is not what you are passionate about. We understand. It is our passion to support you to focus on your passion by providing a simple, clear picture of your finance, so you have the peace of mind, power and freedom to do what you are best at-providing your services and running your businesses. We specialize in serving entrepreneurial businesses and social enterprises that are passionate in their work and are committed for excellence, integrity, and efficiency.
We can manage the accounting technologies that directly integrate with your service delivery systems, shopping cart or marketplace, connect with your inventory solution, and link to your merchant accounts, and bank accounts. We connect to your environment to extract the accounting data to provide current, accurate and actionable financial information.
We currently work with Xero, Quickbooks, Bill.com, Zen Payroll, Net Suite, and many other platforms.
We provide a complete accounting department which includes all the accounting services, tools, and technology support you need to keep your accounting well-maintained and running smoothly.
Our Service Includes:
- CFO, Controller and bookkeeping services
- Cloud financial and operation tools - designing, implementing, and training
- Support for all cloud accounting integrations
- Payroll services
- And more...
We offer CFO services to provide strategic leadership, planning and support for business leaders. Our services includes:
- Strategic planning
- Business planning
- Financial planning
Virtual Controller Services
We offer Virtual Controller Services to provide financial insight to business owners.
Our services include unlimited phone and e-mail consultations with a seasoned professional so you can get the answers you need without having to worry about a ticking time clock jacking up your bill.
Virtual Controller Services can be broad and encompass many different operational and consultative tasks. We customize a plan for you based on your unique business needs that includes such services as:
- Unlimited phone and e-mail consultations
- Oversight of Virtual Bookkeeping Services
- Interpretation of financial results
- Cash flow projections
- Liaise with external CPA in gathering information for tax return preparation, compilations, reviews, or audits
Virtual Bookkeeping Services
We offer Virtual Bookkeeping Services to maintain the day-to-day operations of your accounting systems and record keeping.
The goal of the Virtual Bookkeeper is to properly record all income, expenses, assets, liabilities, and equity transactions for the customer’s business under the guidance of the Virtual Controller. We create a bookkeeping schedule to meet your company’s needs, including daily, weekly, monthly, and annual tasks.
The following are examples of the ongoing cloud accounting services our bookkeepers typically provide:
- Unlimited phone and e-mail consultation
- Maintenance of day-to-day accounting systems and record keeping
- Processing of vendor bill payments
- Facilitation of time and expense reporting
- Processing and/or recording payroll transactions
- Preparation of customer invoices and maintenance of accounts receivable, including collection calls on overdue accounts
Recording of asset purchases and maintenance of fixed asset and book depreciation schedules
Thank you for the wonderful work you do and your entrepreneurial spirit to make a positive contribution to our community and the world. We look forward to contributing our gifts and talents working in partnership with you.
Jinhong Zhang, MBA, CPA
HZ CPAs & Advisors, P.C.