Our Services

Empowering Your Business with Comprehensive Financial Solutions

We offer a wide range of accounting, bookkeeping, and consulting services tailored to your business needs. From managing day-to-day bookkeeping to providing high-level financial guidance and industry-specific expertise, our team is ready to support your success. Explore our service categories below and click on any service to learn more about how we can help your organization thrive.

Bookkeeping & Advisory Services

Our core financial services ensure your books are accurate, compliant, and optimized for decision-making:

Controller

Outsourced controller support providing high-level financial oversight, budgeting, and reporting to guide your business toward stability and growth.

Bookkeeping

Daily and monthly bookkeeping services, including transaction recording, bank reconciliations, accounts payable/receivable management, and payroll processing, to keep your finances accurate and up-to-date.

Consultation

Expert financial consulting and advisory sessions to address specific business challenges, improve financial processes, and develop strategies for growth and profitability.

Training

Whether you're new to QuickBooks or need help training your team, Ontrack offers expert-led training programs designed to teach practical, day-to-day QuickBooks usage. From our hands-on Basic Course to custom training paired with setup or cleanup, we make sure you’re confident using QuickBooks for your business.

Industry-Specific Solutions

Every industry has unique accounting needs.
We offer specialized expertise to handle the nuances of your field

Non-Profit Organizations

Accounting services tailored for nonprofits and not-for-profits, including fund accounting, grant tracking, and compliance with reporting requirements to maintain your tax-exempt status and donor confidence

Service Based Businesses

Financial management for professional services and other service-sector businesses. We focus on tracking billable hours, project-based accounting, and cash flow optimization to ensure profitability without the complexity of inventory.

Inventory-Based Businesses

Industry-specific support for manufacturers, with cost accounting for raw materials and work-in-progress, job costing, and analysis of production costs to improve margins and operational efficiency.

Manufacturing Companies

Industry-specific support for manufacturers, with cost accounting for raw materials and work-in-progress, job costing, and analysis of production costs to improve margins and operational efficiency.

Real Estate Firms

Accounting solutions for real estate developers, investors, and property managers. We handle property-wise bookkeeping, rental income and expense tracking, depreciation schedules, and financial modeling for real estate portfolios.

Contractors Construction

Construction accounting services that include job costing, percentage-of-completion revenue recognition, and management of draws and retainage, helping contractors stay on budget and on schedule financially.

eCommerce Businesses

E-commerce accounting that integrates with online platforms and payment processors. We manage online sales ledgers, inventory synchronization, sales tax calculations, and financial reporting for your online store.

Homecare Providers

Bookkeeping and accounting for home healthcare and caregiving businesses, addressing unique needs like caregiver payroll, insurance billing, and compliance with healthcare accounting standards.

Retailers

Retail accounting services for brick-and-mortar and point-of-sale businesses, including tracking daily sales, managing inventory across locations, reconciling POS systems with books, and handling sales tax reporting.

Industry-Specific Solutions

Leverage technology and data to streamline your accounting processes. Our team helps implement and manage modern financial software tools

Data Services

Data management support including data migration, cleanup, and conversion. We help transfer your financial data between systems (for example, moving to a new accounting platform) and ensure data integrity throughout the process.

Data Services

Data management support including data migration, cleanup, and conversion. We help transfer your financial data between systems (for example, moving to a new accounting platform) and ensure data integrity throughout the process.

Data Services

Data management support including data migration, cleanup, and conversion. We help transfer your financial data between systems (for example, moving to a new accounting platform) and ensure data integrity throughout the process.

Data Services

Data management support including data migration, cleanup, and conversion. We help transfer your financial data between systems (for example, moving to a new accounting platform) and ensure data integrity throughout the process.

Questions?
We’ve Got You Covered

What’s the difference between a controller and a bookkeeper?

A bookkeeper handles day-to-day entries. A controller ensures accuracy, produces in-depth financial reports, and oversees financial strategy. They’re the bridge between bookkeeping and CFO-level decision-making.

How much do outsourced controller services cost?

A bookkeeper handles day-to-day entries. A controller ensures accuracy, produces in-depth financial reports, and oversees financial strategy. They’re the bridge between bookkeeping and CFO-level decision-making.

Do you help with year-end audits?

A bookkeeper handles day-to-day entries. A controller ensures accuracy, produces in-depth financial reports, and oversees financial strategy. They’re the bridge between bookkeeping and CFO-level decision-making.

Can you work with our existing team or CPA?

A bookkeeper handles day-to-day entries. A controller ensures accuracy, produces in-depth financial reports, and oversees financial strategy. They’re the bridge between bookkeeping and CFO-level decision-making.

Do you support QuickBooks and other software?

A bookkeeper handles day-to-day entries. A controller ensures accuracy, produces in-depth financial reports, and oversees financial strategy. They’re the bridge between bookkeeping and CFO-level decision-making.

Client Results.
That Speaks for Themselves.

"We got more value in 3 months than 2 years with our old firm."
Danielle R.
CFO, eCommerce Brand
"They didn't just fix our books—they made our team smarter."
Mark B.
Owner, Manufacturing Business
"Finally feel in control of our numbers—and it's a relief."
Chaim L.
Director, Regional Nonprofit
"We got more value in 3 months than 2 years with our old firm."
Danielle R.
CFO, eCommerce Brand
"They didn't just fix our books—they made our team smarter."
Mark B.
Owner, Manufacturing Business
"Finally feel in control of our numbers—and it's a relief."
Chaim L.
Director, Regional Nonprofit

Ready to Get Started?

Not sure which service fits your needs best? We’re here to help. Contact our team today for a free initial consultation. We’ll discuss your business goals and challenges and guide you to the services that will provide the most value. Partner with us and experience peace of mind knowing your financial matters are in expert hands.

QuickBooks Online
QuickBooks Desktop Enterprise
Intuit Enterprise Suite
Merchant Services
Payroll
QuickBooks Online
QuickBooks Desktop Enterprise
Intuit Enterprise Suite
Merchant Services
Payroll
QuickBooks Online
QuickBooks Desktop Enterprise
Intuit Enterprise Suite
Merchant Services
Payroll
QuickBooks Online
QuickBooks Desktop Enterprise
Intuit Enterprise Suite
Merchant Services
Payroll