Business Services
Our team of accounting specialists can provide a wide range of services to fit your needs.
We provide accrual, modified accrual, or cash basis accounting. Our team has extensive expertise in Quickbooks Desktop and Quickbooks online.
Daily/weekly:
- Data entry for all accounting transactions
- Managing bank feeds
- Detailed memos and correct coding for all transactions
- Accounts receivable - Invoicing and receiving payments
- Accounts payable - Managing bills and processing payments
- Employee expense reports
- Process and oversee payroll
Monthly:
- Bank reconciliations
- Credit card reconciliations
- PayPal reconciliations
- Fixed asset schedules
- Investment schedules
- Loan/Amortization schedules
- Prepare financial statements and reports
- Prepare monthly tax filings for payroll and sales tax
Quarterly:
- Provide tax accountant quarterly statements
- File quarterly tax filings for payroll
Annual:
- Provide tax accountant annual information
- Prepare and file 1099 forms
- Prepare annual financial statements for Management/Board review
Individual Services
Our team of accounting specialists can provide a wide range of services to fit you needs, including (but not limited to):
- Bank reconciliations
- Credit card reconciliations
- Keeping track of asset/debt/investments
- Tracking personal spending and budgeting
- Managing bills and processing payments
- Preparation of monthly financials statements
- Cash flow analysis
- Payroll for household employees and payroll tax filings
- Provide tax accountant quarterly and annual information
Other Services
- Fix incorrect prior period bookkeeping
- One time projects for compliance