Services

Support for the work that keeps your business running

Accounting & Finance, IT Support and Back-Office Support for US small and mid-sized businesses. Pick one, or combine them.

Accounting & Finance

Accurate books and clear numbers, from daily bookkeeping to part-time CFO advice.

Looking for a dedicated accounting and CFO firm?

ValueStone Accounting, our accounting division, focuses on founder-led accounting and CFO services.

Visit ValueStone Accounting

What's included

  • Bookkeeping

    We record sales, purchases, payments and receipts and reconcile your accounts, so your books are ready for review at any time.

  • Accounting and financial statements

    Adjusting entries and monthly or yearly statements that show how the business is really doing.

  • Management reporting

    Budgets, forecasts and performance reports that help you plan.

  • Controllership

    Oversight of your accounting process, internal controls and audit preparation.

  • Fractional CFO

    A part-time CFO for financial strategy, cash planning, risk and investor conversations.

  • Audit support

    We prepare the records and answers your auditors need.

  • Payroll support

    Help keeping payroll records and payroll accounting accurate and up to date.

IT Support

Day-to-day IT help and the business systems your team relies on.

What's included

  • Microsoft 365 management

    Setup, user management and troubleshooting across Outlook, Teams, SharePoint, Word and Excel, with your data kept secure.

  • IT help desk

    Support for hardware, software and network problems, so your team loses less time.

Back-Office Support

The routine work that keeps the business running, done accurately and confidentially.

What's included

  • Data entry and data management

    Accurate entry and upkeep of your records.

  • Document processing

    Invoices, forms and records handled and filed.

  • Order management

    Orders processed and tracked from receipt to fulfillment.

  • Admin and customer support

    Routine admin tasks and customer inquiries handled on your behalf.

Better together

Need more than one? Combine them.

Start with one service line and add others when you need them. It's the same team, so there's no new provider to bring up to speed.

Tell us what's taking up your time

We'll suggest which service line to start with, and reply within 1 business day.