Comprehensive Financial Management

Cash snapshot designed to understand your true cash position

Budgeting/Cash flows are critical for forecasting and managing the health of your firm

Monthly, quarterly and annual financial reporting and review

Business Planning (strategic business plans for growth and competitive positioning)

Finance Management (complete overview and analysis of your financial picture)

Close-up of an income statement with a black and gold pen resting on it, and the document displaying financial figures for the years 2012 and 2013.

Team Benefits & Payroll

Employee compensation package review

Retirement plan set up and support (401k, SEP IRA)

Health insurance plan set up and support Payroll set up, support, and processing

Collection of IRS tax forms, including Form 1040 and Schedule 1, overlapping each other on a flat surface.

Studio Designer Software Migration & Training

QuickBooks/ Design Manager/ Houzz & other accounting software migrations to Studio Designer Expertly crafted Studio Designer training & onboarding to fit your office needs

A clipboard with a purchase order document attached.

Sheets of paper with business charts and graphs including bar graphs, line graphs, and a pie chart, placed on a wooden desk next to a laptop.

Bookkeeping & Accounting

Client contract review and negotiation

Vendor analysis & discount strategy

Project budget set up & advisory within Studio Designer

Bank & credit card reconciliations

Sales tax filing

Time billing & invoicing

Vendor payments & wire verifications

General ledger posting & review

Accounts payable & accounts receivable follow up & collections

Inventory management & support

Project management & profitability support, reporting, insights & overviews

Top-down view of a diverse group of seven people engaged in a business meeting around a wooden table with documents, laptops, tablets, phones, coffee cups, and glasses of water.

Tax Services & Financial Management

Strategic business plans for growth & competitive positioning

Complete overview & analysis of your financial picture

Budgeting cash flows for forecasting & managing the health of your firm

Monthly, quarterly and annual financial reporting and review

Cash snapshot to understand your true cash position

Annual tax preparation for personal and business returns

Tax planning, estimates, & notices 1099 Filings

Evaluating the best corporate filing structure for your business

Coordination with ext. tax preparer or NAFC’s in-house tax prep service

Purchasing & Procurement

Preparation of all purchase orders

Manage & reconcile order acknowledgements

Comprehensive order management and reporting

Coordinate with vendors to provide weekly reports to design team

Process trade application paperwork as needed

Manage vendor documentation

Provide reports to receiving warehouse to ensure smooth client installations

Schedule curated delivery

Our Services