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Shoebox Accounting Services

If you are a CFP,CPA, RIA, or Estate Attorney, please click here 

In the world of accounting there are many terms, buzzwords, phrases, and acronyms which you may or may not know. Here are some VERY basic definitions:

CFO (Chief Financial Officer) - responsible for handling funds, signing checks, the keeping of financial records and financial planning for the company

Controller - directs internal accounting processes and procedures

Bookkeeper - a person who systematically records the transactions of the business.

Depending up the size of the company and capital expenditure, each of these functions may overlap. We can provide all or some of these services. We compact all of these features into what we call the:

The Virtual Controller
You can contact him through: instant messaging (literally "a desk away" from you) email, voicemail, telephone, fax, mobile telephone, conferencing, group chats. If you require it, your records can be accessible on a secure, dedicated web site.

Whatever your needs are we have the resources to setup a system that works the way you work and to do it more efficiently. We are your CFO, Controller, and Bookkeeper available all in one place.

Wishlist Consulting
Are you stuck in the office or out getting business? Did you ever wish for a better way to do things at work?
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Family Office
Services for the high net worth individual and family. Personal, confidential and customized services.
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Are you a CFP,CPA, RIA, or Estate Attorney?
We supplement your services, you supplement ours. Together we provide a complete solution.
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