Bookkeeping
Keep your day-to-day financial records organized, current, and easier to understand.
- Transaction categorization
- Account reconciliation
- Record organization
- Monthly reporting support
Services by department
Specialized support for the departments that keep your business moving.
Ohio B.E.A.T.S. brings practical operational support across Finance, Legal, and Technology — so your team can stay focused on its core work.
Finance
Financial support services that bring clarity, control, and better visibility to the work behind the numbers.
Taxes
Stay prepared with organized financial information and administrative support for tax time.
- Tax document organization and filing for both business and individual
- Deadline tracking
- Information preparation
- Federal, State, and Local compliance for income and sales taxes
Payroll / HR
Support reliable payroll processes so your team is paid accurately and on schedule.
- Payroll process coordination and management
- Employee record organization
- Pay schedule tracking
- Reporting support
Compliance
Maintain the records, calendars, and administrative structure that support financial compliance.
- Compliance calendar management
- Documentation tracking
- Policy record organization
- Reporting preparation
Fractional CFO Services
Gain practical financial leadership and planning support without the cost of a full-time executive.
- Cash-flow planning and management
- Financial strategy support
- Executive reporting
- Growth planning & budget coordination
Financial Analysis
Turn financial information into clear insights that support confident business decisions.
- Performance reviews
- Cost analysis
- Trend reporting
- Decision support
A/R & A/P Services
Coordinate payables and receivables workflows to help keep cash moving and records organized.
- Invoice workflow coordination
- Payment tracking
- Account follow-up support
- Vendor record organization
Budgeting
Build clearer operating plans with budgeting support tailored to your goals and resources.
- Budget development
- Expense monitoring
- Forecast support
- Variance reporting
Financial Documentation
Create and maintain well-organized financial records for everyday operations and future planning.
- Document filing
- Record retention
- Statement organization
- Audit-ready support
Legal
Organized documentation and compliance coordination that helps your business stay prepared.
Compliance & Regulatory Support
We help you track key requirements, maintain documentation, and coordinate the administrative steps that support compliance.
- Regulatory monitoring and alerts
- Business license and permit tracking
- Corporate governance
- Policy documentation updates
Business Documentation
Keep essential business records, agreements, and internal documentation organized and accessible.
- Document preparation and filing
- Contract and record organization
- Policy and procedure documentation
- Meeting coordination and follow-up
Technology
Technology guidance and hands-on coordination without the overhead of a full in-house IT department.
Technology Services
We evaluate, implement, and coordinate the technology your business needs to operate with confidence.
- Technology stack evaluation
- Software implementation and onboarding
- Proactive monitoring and maintenance, including remote HelpDesk services
- Cybersecurity basics and data protection
Equipment Management
Keep your essential business equipment accounted for, maintained, and ready for the work ahead.
- Equipment procurement support
- Maintenance scheduling and tracking
- Asset inventory management
- Replacement planning and budgeting
Not sure where to start?
We'll assess the support your business needs and identify the department where we can make the biggest impact.