WE CUSTOMIZE A PLAN AROUND YOUR BUSINESS NEEDS

OUR SERVICE OFFERINGS

Choose from one of our pre-built packages or any one of our specialized service offerings

The Bookkeeper Package

  • Bank Reconciliations
  • Credit Card Reconciliations
  • AP management via Bill.com
  • Secure Document Portal
  • Unlimited Access to your DJW Partner

The Accountant Package

Includes Bookkeeper Functions

  • Bank Reconciliations
  • Credit Card Reconciliations
  • AP management via Bill.com
  • Secure Document Portal
  • Unlimited Access to your DJW Partner

PLUS Accountant Functions


  • Monthly Financial Reporting Package
  • Payroll Support
  • Fixed Asset Monitoring
  • Monthly Meeting to Review Financial Results

The Controller | CFO Package

Includes Bookkeeper + Accountant Functions

  • Bank Reconciliations
  • Credit Card Reconciliations
  • AP management via Bill.com
  • Secure Document Portal
  • Unlimited Access to your DJW Partner
  • Monthly Financial Reporting Package
  • Payroll Support
  • Fixed Asset Monitoring
  • Monthly Meeting to Review Financial Results

PLUS Controller | CFO Functions


  • Cashflow Forecast
  • KPI Tracking and Reporting
  • Annual Forecasting and Budget to Actual Reporting
  • Custom Financial Reporting: By Department, Project, or Product Line

Specialized Services Offerings

  • Periodic Bank Covenant Reporting Packages
  • Year End Cleanup / Tax Prep
  • Audit Support
  • Interim Controller Services
  • QuickBooks Online Conversions

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