cleo

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BOOKKEEPING SERVICES

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Every hour you spend on your books is an hour you’re not spending on your business. The result is a waste of time, money and energy. That’s why The Cleo Agency is the ideal outsourcing solution for all your accounting, bookkeeping, and payroll needs. 

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With The Cleo Agency handling your books, you’ll benefit from:

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-Comprehensive economic expertise
-A financial program specifically customized for you
-Dramatically lower costs
-More productive use of your time
-More energy to grow your business
-Personalized service
-Detailed financial reports
-Actionable business data
-Streamlined workflow
-More secure data
-Ideas for business growth
-Ideas for slashing expenses

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Let us take care of your accounting, bookkeeping, accounts receivables, account payables, and payroll. That way, you can take care of your customers.  We provide every client with their own personalized account team. We use the latest QuickBooks technology which enables us to provide you with a 360 degree picture of your business. Simply put, we’ll show you what works, what’s not working, and how you can eliminate waste and concentrate on your most important profit centers.

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BOOKKEEPING SERVICES

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• Catch Up Bookkeeping

• Monthly / Quarterly / Yearly Reconciliations​

• Accounts Payable​s /  Receiveables

• Monthly Close & Reporting​

• Migrations & Conversion

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CONTROLLER SERVICES

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• Ad Hoc Reporting

• Audit Assistance​

• Cash Flow & Budgeting​

• Board Financial Presentations​

• Software Solutions & Training​

• Xero

• Quickbooks Online

• Application Integrations​​

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PAYROLL SERVICES

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• Payroll Monitoring​

• Payroll Processing​

• Leave & Attendance​

• Implementation Support​

• Software Training