Accounting Services
The best way to keep tabs on the financial health of your business is by keeping accurate records year round. Failure to do so can lead to a scramble when tax season comes around, which can result in errors and missed expenses. Not only does this mean you pay more in tax, but it often means your CPA spends more time trying to sort through your records which results in a higher invoice from him or her, too. Luckily, this is where we can help.
Clean-Up or Catch-up Project Work
For some business owners, bookkeeping is the last thing you want to be working on. So it falls to the bottom of the list; you procrastinate or get overwhelmed and suddenly, you find yourself months behind or even years behind. If this is you, and you find you suddenly need clean financials, but can’t or don’t want to clear your schedule to spend days getting caught up, we can help.
Monthly Bookkeeping Service
We are most pleased to offer monthly bookkeeping service to small to mid-sized businesses. We will enter your transactions, reconcile accounts to your bank and credit card statements and tie balances back to source documents such as payroll journals, receipts or bills as needed. Once complete and approved, we provide a customized reporting package so that you have clean, current financials to help you make important business decisions.
QuickBooks Training and Consultation Services
Outsourced bookkeeping to a remote firm isn’t the perfect fit for every business. If you’re in the start-up phase and want to start out doing your own books, but need a little guidance, we can provide some setup and training assistance. On the other end, perhaps you need someone in-house to work on your books on a daily basis. We’re also happy to consult with you and/or your in-house staff for monthly or quarterly reviews or training opportunities.
We’re also open to building a more customized package if you have additional needs. A few other services we can provide are:
Assembling your tax package for your CPA and helping with correspondence during preparation
Helping with payroll record keeping and reporting through a 3rd party provider
QuickBooks setup for new files
QuickBooks consultation to help you troubleshoot bookkeeping issues
Weekly bill input for your Accounts Payable tracking for accrual based taxpayers
Preparing Federal Forms 1099-MISC and 1099-NEC