Bookkeeping
Our monthly bookkeeping services are extensive and can be customized to your specific needs. If you have a bookkeeping need, we can likely help you with it. We are more than just your bookkeeper, we are your CPA accountant.
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Accounts receivable and collections
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Accounts payable and vendor payments
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Billing
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General ledger account reconciliations
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Bank account reconciliations
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Credit card account reconciliations
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Employee expense report processing
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Debt and interest
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Basis of accounting (cash, accrual, modified accrual)
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Departmental reporting
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Cash flow monitoring
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Monthly reporting package including balance sheet, cash flow statements, and income statement
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Customized financial reporting
Tax
Our tax services complement our bookkeeping services.
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Sales tax
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1099 preparation
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Tax preparation and year end financial package for annual tax returns for your tax professional
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Federal and State personal income tax returns for select bookkeeping clients
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Federal and State business income tax returns for select bookkeeping clients
Consulting
We offer ongoing and project based consulting services.
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QuickBooks set up and clean up
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QuickBooks training
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Customize chart of accounts
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​Budgeting​
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Forecasting​
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Assess internal controls
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​Cash flow management
Payroll
We offer monthly payroll services.
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Onboarding employees
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Offboarding employees
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​Salary and hourly workers
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Employee eligibility verification (Form I-9)
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Payroll related tax filings (​Form 941/944, Form 940, Form 945)
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Manage time keeping for hourly workers
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Track time off
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Garnishments
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Tax withholdings (Form W-4)
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Year end wage and tax statements (Form W-3, Form W-2)