Our Services
Accounting
Employees & Payroll
Bookkeeping
QuickBooks Consulting
Management Reporting
Controller & CFO Services
Detailed Services
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+ Customers & Income
- Preparing Estimates
- Preparing Invoices
- Processing Customer Payments
- Making Bank Deposits
- Preparing Customer Statements
- Collecting Customer Balances Due
+ Vendors & Expenses
- Recording card purchases and saving receipts
- Recording checks written and saving receipts
- Preparing bill payment checks
- Reconciling vendor statements
- Collecting vendor information
+ Insurance
- Saving and filing notices
- Communicating changes
- Assisting with annual review
+ Employees & Payroll
- Providing and processing new employee documents
- Drafting employee handbooks
- Preparing organizational charts
- Processing time cards
- Processing payroll
- Processing payroll tax payments
- Reimbursing expenses and mileage
- Responding to unemployment notices
+ Assets
- Reconciling bank accounts
- Tracking inventory and adjustments
- Tracking prepaid assets and accruals
- Tracking fixed assets
- Renewing BMV registrations
- Tracking security deposits
+ Liabilities
- Reconciling credit cards
- Reconciling loan statements
- Saving loan documents
+ Reports
- Cash Flow Planning & Projections
- Profit & Loss
- Balance Sheet
- Sales
- Accounts Receivable
- Accounts Payable
- Customized Reports
+ Tax Returns & Filings
- Income Taxes
- Facilitation of 1040, 1065, 1120, 1120-S, and 990 tax returns with our tax preparation partners
- Payroll Taxes
- 940
- 941
- WH1
- UC1
- W2s
- 1099s
- Sales Tax
- Personal Property Tax
- Business Entity Reports
- Unclaimed Property Reporting