BUSINESS SERVICES

Whether you are establishing a new business and need help with the legal documents, or you have an existing business and need a consultant to help you with some logistics, we can help.  We offer the following services:

open for business

  • Setting up a useable accounting system
  • Organization of business records
    • Serving as Clerk and/or Registered Agent
    • Filing Annual Reports with the State of Maine
    • Preparing Bylaws
    • Maintaining records of meeting minutes
  • Maintaining accounting records on a periodic basis
  • Cash Management services:
    • Account reconciliations
    • Bill paying
    • Invoice billing
    • Preparation of Accounts Receivable
  • General Ledger and Financial Statement Preparation
  • Assistance with year-end closing of accounting records
  • Collaborating with professional tax preparers and accountants
  • Internal control review and evaluation
  • Accounting Policy & Procedures creation
  • Payroll services
  • Succession planning

NON-PROFIT SERVICES

In addition to our Business Services, we also provide guidance for the not-for-profit sector:

  • Board education, including duties as a fiduciary
  • Help with audit preparation
  • Filing Annual Reports with the State of Maine
  • Advice on charitable contributions and planned giving
  • Assistance with best practices and appropriate procedures
  • Creation of Investment Policy

If you would like to discuss your business or non-profit with us, please contact us.Annual Report 2016 image