Services

Services can encompass any or all of the following:

Financial Reporting [expand title=”read more” trigclass=”noarrow”]

We work with you to identify which information and reports you need to make sound business decisions. Then we provide these reports, accurately and up-to-date–weekly, monthly or quarterly as required. Our dashboard reporting system allows you to understand your business’s performance trends at a glance.

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Financial Advisory [expand title=”read more” trigclass=”noarrow”]

CFO services, planning and analysis, decision support, and forecasting.

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Accounts Receivable and Billing [expand title=”read more” trigclass=”noarrow”]

Invoicing, deposits, tracking receivables—there is nothing more sensitive than a company’s relationship with their customers. We can work with you to automate and track this important process.

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Accounts Payable [expand title=”read more” trigclass=”noarrow”]

Our automated bill pay systems allows you to pay bills from anywhere either electronically or by paper check. Bills can come directly to us or you can scan, fax or email them to our document management system. This online system routes bills for approval to anyone within your organization.

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Business Cash Management and Budgeting [expand title=”read more” trigclass=”noarrow”]

While you don’t have a crystal ball to determine where your business is going, you do have access to financial expertise with Waypoint Solutions. We provide cash flow analysis, forecasting and budgeting services so that you understands your financial position and are clear about your cash position.

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Payroll Outsourcing and Processing [expand title=”read more” trigclass=”noarrow”]

We can handle as much or as little of the payroll process as you choose. Setting up employees, managing timesheets, processing payroll, and recording payroll activity into your accounting system—we will work with you to meet your needs. We also include the complete recording of gross wages, employer taxes and other payroll expenses, payroll liabilities and reconciliation and general ledger balances to payroll reports.

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Banking and Credit Card Account Reconciliation [expand title=”read more” trigclass=”noarrow”]

This service ensures you always know exactly what is coming in and going out of each of your accounts. Our reconciliation service reviews all uncleared balances and ensures balances are correct so that your month-end close is quicker and more accurate.

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Sales Tax, Payroll Tax, Business License Tax and Business Property Tax Reporting [expand title=”read more” trigclass=”noarrow”]

Don’t put your business at risk. Business filings must be complete, accurate and filed on time to avoid penalties and late filing fees. Use experienced resources who manage these documents every day to avoid risk.

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