Monthly Bookkeeping
Our most utilized and beneficial service is recurring monthly bookkeeping: categorizing all income and expense transactions and reconciling all bank accounts, credit cards, and loan accounts.
Profit and loss, balance sheet, and any company-specific, customized reporting will be provided after reconciliations. Our reports provide accurate and dependable financial information throughout the year.
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Hourly or monthly flat rate options available
Please note, we work in QuickBooks Online or Desktop exclusively.
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Additional Services Provided:
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This list is not all-inclusive. Personalization is the cornerstone of our business model. We will work with you to address your unique financial and administrative needs.
Payroll
Payroll processing is available as an add-on to monthly bookkeeping. We can track deductions for retirement contributions and medical benefits, and will also ensure your quarterly tax payments and filings are completed on time. W2 preparation is also available. We use Quickbooks Payroll processing to seamlessly integrate your payroll & financial records.
End of Year Preparations
We will coordinate directly with your tax preparer or CPA to simplify the tax process. Our collaborative services include providing reports, clarifications, or adjustments to your books. We can also file 1099s for contractors and provide any additional year end financial reports for your business.
Budgeting & Forecasting
Ongoing budgeting provides clarity and insight about how you are spending your money, and we can help. We will help you create budgets by month or by year and provide budget vs. actual reporting. With accurate budgeting, you will have the ability to forecast with precision and set attainable goals for your business.
Accounts Receivable & Accounts Payable
We can manage all your A/R and A/P needs. From creating invoices for customers to tracking payments and helping to manage your company’s bills, we have you covered.