The bottom line—if you’re like the rest of us, it’s always on your mind. And our guess is that thinking about it keeps you awake more nights than you’d care to count. So stop counting. Instead, partner with a team that knows the ins and outs of running financial and business operations. Partners you can rely on and afford.

Services

What you need. When you need it.

Remote Full-Service Bookkeeping – Weekly, Bi-Weekly, or Monthly

  • Data entry/download of financial transactions
  •  Reconciliation of bank, credit cards & loans
  • Journal entries for payroll, accrued, or pre-paid expenses
  • Entry of cash receipts/petty cash
  • Financial reports
    • Year-to-date Profit & Loss Statements
    • Balance Sheet
    • A/R Aging Summary
    • A/P Aging Summary
  • Monthly financial review call to owner or manager
  • Add-on services
    •  Sales Tax Filing

FINANCIAL REVIEW SERVICES—MONTHLY OR QUARTERLY

  • Review of client-entered accounting transactions and reconciliations
  • Financial reports
    • Year-to-date Profit & Loss Statements
    • Balance Sheet
    • A/R Aging Summary
    • A/P Aging Summary
  • Monthly financial review call to owner or manager

Hiring Services

  • Screen candidate resumes to match to job descriptions
  • Conduct pre-interviews to vet final candidates
  • Schedule interviews and manage candidate expectations

CFO Services—As requested

  • Financial report analysis
  • Budget & forecasting
  • Fixed asset management
  • Hiring services – accounting staff

QuickBooks Support & Training

  • Phone support
  • Remote desktop support
  • Software training
  • Conversion/implementation services
  • Software update services

A simple four step TRANSITION process

Getting started with us is simple and seamless. We guarantee that no matter what stage you’re in, during the transition to our systems, you won’t miss a single financial beat.

  • step-1
    Step 1
    Introductory Call—to review objectives and goals
  • step-2
    Step 2
    Needs Assessment—review your business and accounting processes
  • step-3
    Step 3
    Present Solutions—provide implementation schedule
  • step-4
    Step 4
    Implementation—setup virtual systems, processes, and transition

Be in touch for a free consultation so we can tell you more about our unique approach to business management.

Email Us

Fee Structure

No fee surprises.

Our fee structure is very simple for our Remote Full-Service Bookkeeping and Financial Review Services—we invoice a set fee each month based on the size of your business and scope of work we provide.

  • One monthly fee with no hidden fees
  • Charges that go outside the scope of our agreement are billed hourly—but not without you knowing about it well in advance
  • Easily budget your accounting costs and eliminate billing surprises

When you need our assistance with CFO Services or QuickBooks Support & Training, we bill by the hour and will estimate the hours for the project before we begin the work.

Yes, it really is that simple.

Who

Our Team

Part of a whole.

We’re an agile division of Purdy Powers with depth, experience and ability.

Carol Lambert, CPA, CMA

Senior Manager

Carol’s extensive experience in public and private accounting gives her a unique—and valuable perspective—on finance. A perspective that helps her work with her clients to help solve even the most complex financial issues. At every turn Carol does all she can to help her clients hone and fine-tune their financial reporting and analysis.

Marc Powers, CPA, CVA

Strategic Support

As a principal at Purdy, Powers & Company, Marc brings value to the team on an as-needed basis. Over the years he’s earned the respect of his clients because they have learned that working with Marc is working with someone who really cares about their business and financial well being. His expertise includes Business Valuations, Mergers, Acquisitions, Purchase and Sales of Business Interests, S Corp Election, Corporate Dissolution or Recapitalization, Shareholder Buy/Sell Agreements, Partner/Shareholder Disputes, and Strategic Business Planning.

Marc meets with clients on a regular basis to provide counsel on complex operational and financial issues.

Kyle Martin

Kyle’s accounting experience covers a broad range of industries which makes him a perfect member of our team. His attention to detail and innate curiosity and passion for numbers helps him help his clients make focused financial decisions by providing solid reporting solutions.

Jessica Pride

Jessica has a very solid bookkeeping background and finds great joy—and a few challenges along the way—working the numbers to make certain that, at the end of the day, everything adds up. And balances correctly. For her working in bookkeeping is like working on puzzles solving them.

Shannon Webber

In her more than 17 years in the business, Shannon has worn many hats—client support specialist, bookkeeping services professional, and a tax preparer—this well-rounded experience makes her a very solid member of our team. She enjoys the great variety of her work and loves working with individuals, sole-proprietors, and small businesses.

130 Middle Street
Portland, ME 04101

207.775.3496

Questions?