Tier 2 — Close + Compliance
We own your books from transaction to trial balance. That means full general ledger management, monthly reconciliations across every balance sheet account, and a disciplined close process — books closed clean so your team can generate financial statements directly from the system — plus the full compliance calendar: audit prep, 990 support, welfare exemption, BOE filings, and sales tax.
We close your prior month — reconciling every bank and balance sheet account, posting adjusting entries, and locking the period. No open items carrying over.
Reconciliations are completed, adjusting entries posted, and the books are closed clean — ready for your team to pull financial statements directly from the system.
Payroll entries are posted the day they come in. Revenue recognition stays current. When the auditors call, we answer — not you.
Organizations that need a professionally managed accounting function they can trust — without building an internal team to run it.
Most of our clients engage at Tier 3, but Tier 2 is ideal for organizations that want full accounting coverage without the advisory layer.
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