SERVICES

We customize our services based on your business volume and specific needs, which may include:

• Recording and categorizing transactions
   
• Reconciling bank and credit card accounts
   
• Accounts receivable management
   
• Accounts payable management
   
• Payroll processing and quarterly filings
   
• Sales tax preparation and filing
   
• Preparation of monthly financial statements
   

There are many details involved in properly setting up new accounting software. Whether you are using QuickBooks Online (QBO) or another cloud-based platform, we ensure the setup is customized to fit your business. Our setup services include:

• Creating a tailored Chart of Accounts
   
• Designing custom invoices with your company logo
   
• Setting up vendors and clients
   
• Connecting bank feeds for bank accounts and credit cards

Our Business Services Include:

• Clean-up and catch-up bookkeeping
   
• Incorporation services
   
• Development of accounting policies & procedures
   
• Process and efficiency implementation
   
• Business organization services
  

 At year-end, we prepare and provide a complete tax package for your CPA, including:

• Profit & Loss Statement and Balance Sheet
   
• December bank statements and reconciliation reports
   
• Fixed asset purchase details
   
• Subcontractor setup and monitoring
   
• Preparation of annual 1099s and 1096 transmittals
   
• Preparation of W-2s and W-3s