Accounting & Office Management Services

We partner with design firms, construction companies, nonprofit organizations, and small businesses that value dependable support and clear communication. Our accounting and office management services are tailored to the unique demands of each organization, helping you gain financial clarity, streamline daily operations, and save valuable time. By working side by side with your team, we create organized systems and accurate insights that strengthen efficiency and foster lasting relationships built on trust, accountability, and measurable success.

Our Services

    • General ledger management

    • Accounts payable (vendor invoices, contractor payments, materials)

    • Accounts receivable (client invoices, retainers, milestone billing)

    • Bank and credit card reconciliations

    • Payroll processing (for staff, contractors, interns)

    • Job costing / project-based accounting

    • Tracking billable vs. non-billable hours

    • Tracking reimbursable expenses (samples, travel, shipping, site visits)

    • Purchase order management (especially for furniture & fixtures)

    • Deposits and retainers (from clients and for vendors)

    • Monthly/quarterly financial statements (P&L, balance sheet, cash flow)

    • Budgeting and forecasting (per project and company-wide)

    • Profitability analysis by project or client

    • Cash flow management (important due to long procurement lead times)

    • Sales tax reporting (especially on furniture, fixtures, and materials)

    • W9 Preparation for 1099 Reporting/contractor compliance

    • Business tax preparation & filings

    • Audit support (if required for nonprofits or larger firms)

    • Vendor management (tracking deposits, payments, balances)

    • Procurement reconciliation (ensuring client payments align with vendor invoices)

    • Expense categorization tailored to design projects

    • Integration with design/project management platforms (like Studio Designer, Ivy/Houzz Pro, or Design Manager)

    • Assistance with client-facing financial transparency (detailed proposals, purchase tracking, markup calculations)

  • We go beyond bookkeeping and accounting to help your firm plan for the future and run smoothly as you scale. Our growth support services include:

    • Guidance on choosing and maintaining business insurance policies (general liability, professional liability, workers’ comp, etc.)

    • Assistance with health insurance policy quotes and employee benefit plan comparisons

    • Support with payroll setup and benefits administration

    • Evaluation of retirement plan options (401k, SIMPLE IRA, etc.)

    • Best practices for business entity structuring (LLC, S-Corp, partnership considerations)

    • Vendor and contractor compliance support (W-9, COI tracking)

    • Strategic advice on improving cash flow management and preparing for expansion

Dedication to Confidentiality

We deeply respect the importance of our clients’ privacy and are fully committed to maintaining the confidentiality of every client relationship. Except where required by law, or with your prior written consent, we will not disclose your identity, the nature of our work together, or any information you share with us in confidence.

Our duty of confidentiality is not limited to the duration of a project. It continues beyond the completion of our engagement, so you can move forward with the assurance that your trust is safeguarded for the long term.

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