Standard services are listed below. However I can customize a system that suits your companies needs.
- Recording, classifying, and reconciliation of bank accounts and/or credit cards.
- Recording, classifying, and posting transactions.
- Adjusting Entries
- 3 financial reports monthly
- Email support
- Up to 1 hour of consultation calls per month
- Year-end financials for your tax professional
Cleanup of financials
- Falling behind in your bookkeeping?
- Behind on your books or taxes?
- Have books set up but they are a mess?
- I can help you get your books cleaned up, caught up, and ready to file
Review & Support
We believe having a good understanding of where a business’ money is coming from and going is crucial to that business’ growth.
- Typically provided in conjunction with monthly Bookkeeping and Controller Services
- Provide in-depth review of all three financial statements
- Answers to all your QuickBooks® and accounting questions
- Guidance through any issues/errors you come across
Going beyond bookkeeping!
- Provide critical oversight and account management.
- Streamline your process!
- Reduce costs!
- Invoice verification
- Accounts receivable management and invoicing
- Accounts payable management and bill pay.
- Job Costing
- Class tracking (to track profitability by department or product/services
- Location tracking (to track profitability by location)
- Assistance with complex accounting issues
- Maintain employee records.
- Process weekly / bi-weekly / semi-monthly / monthly payroll
- Provide pay stubs for distribution to employees.
- Provide summary and / or detailed payroll reports.
- Prepare 941 deposits with instructions on how and when to pay.
- Prepare all monthly and quarterly federal, state, and local payroll returns.
- Provide instructions on how and when to pay payroll taxes and where to file returns.
- Prepare all year end reporting – includes W2’s and annual reconciliation returns.
- Tax preparation
Setup & Training for QuickBooks®
Let us help you get your QuickBooks® setup and dialed in. We will show you everything you need to do to keep your books accurate and up to date!
- Account setup
- Training for QuickBooks®
- 3-month availability for questions
- Perfect for brand new business owners who want to do the books themselves