SERVICES
We provide reliable, accurate, and stress-free bookkeeping and business solutions so you can focus on growing your business
Bookkeeping Sevices
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Historical Clean Up and Catch Up: Fix errors and misclassifications, bring books up to date
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Transaction Recording: Accurate recording of all income, expenses, and financial activity
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Accounts Payable: Manage invoices, schedule payments, and maintain vendor relationships
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Accounts Receivable: Invoice customers, track payments, and follow up on balances
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Bank & Credit Card Reconciliations: Monthly reconciliation to ensure accuracy and detect errors
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General Ledger: Maintain and organize all financial transactions
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Chart of Accounts: Set up & clean up accounts for better reporting
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Month-End and Year-End: Ensure books are accurate and complete each month and at year-end
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Sales Tax Tracking & Filing
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Audit Preparation Support
Financial Reporting
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Profit & Loss: Track income and expenses to measure profitability
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Balance Sheet: Snapshot of assets, liabilities, and equity
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Cash Flow: Monitor cash movement to manage flow and avoid shortages
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Custom Reports: Tailored reports for your business needs
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Budget Versus Actual: Compare planned vs real performance
Payroll Coordination
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Payroll Coordination: Ensure accuracy of employee payments
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Employee Set Up Assistance: Assist with onboarding documents
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1099 and W-2: Year-end payroll reporting for documentation
Tax Support
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Sales Tax: Track and file sales tax
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1099 Coordination: Prepare reports for accountant
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Estimated Tax: Support for quarterly tax planning
Advisory Services
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Start Up Support: Set up systems for new business
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Business Reviews: Ongoing financial health checkups
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Business Licenses and Permits: Assist in obtaining proper licenses and permits
