Accounting Services

With experience across more than 250 apps, we can help migrate you and your clients from one platform to another and convert the data.

Whether it’s desktop to cloud, or QuickBooks Online to Xero, our team can seamlessly transition from one to the other. Plus, we can help clean up data, organize and bookmark documents, as well as develop new processes and procedures for you and your clients.

If you need help identifying the ideal tech stack for your clients (or your firm)? Our consulting services can help you identify and implement ideal applications and provide recommendations based your needs.

Accurate and timely financial reporting is the foundation of confident decision-making for business owners and making the leap from reporting to proactive advising for accounting firms. At MoneyPenny, we help turn your clients’ raw numbers into clear, actionable insights for your clients.

Our Financial Reporting Services include preparing:

– Financial Statements – Complete, accurate statements tailored to your business.
– Monthly Reconciliations – Ensuring every transaction is accurate and accounted for.
– Custom KPI Reporting – Reports designed around the metrics that matter most, powered by leading reporting tools.
– Job/Project Costing Reports – Tracks profitability by project or client, particularly valuable for professional services and construction.
– Rolling Forecasts – Forward-looking projections that help clients plan and adapt proactively.
– Break-Even Analysis – Showing the sales volume required to cover costs and start generating profit.

MoneyPenny’s outsourced accounting services can help you better manage your clients financial and management reporting. You’ll get more than compliance, you’ll gain reliable intelligence to guide growth, improve performance, and strengthen client relationships.

Are you and your team buried in admin tasks? At MoneyPenny, we provide outsourced administrative support to firms that keeps your back office running smoothly, which means your team can focus on clients, not clutter.

Our experienced team has seen it all and knows how to fix it. From organizing documents to cleaning up workflows, client billing and managing payroll, we deliver back-office services that reduce costs, save time, and boost firm productivity.

Our Administrative Services Include:

– Document Organization & Cleanup – Keep records up-to-date, accessible, and audit-ready.

– Billing – Streamlined, accurate billing processes with full transparency, including time sheet management.

– Workflow Administration – Rebuild and manage workflows that drive efficiency across your firm.

– Payroll Support – Expert payroll processing and tax compliance to avoid errors and penalties.

With MoneyPenny’s back-office firm administration services, you get best-in-class support that scales with your needs, helping you run leaner, smarter, and more profitably.