From full-service bookkeeping to virtual CFO support, we have the tools and expertise to help your business succeed.
QuickBooks Setup
Estimating and Invoicing
Accounts receivable
Account payables
Bank reconciliations
Payment Processing
Credit card reconciliations
Collections
Payroll processing
Federal and state payroll tax filings
Preparation of W-2's and W-3's
Preparation of 1099s
Inventory management
Balance Sheet
Monthly closings
Cash Flow Statement
Collection Report
General Ledger
Customized payroll reports
Accounts Receivable Aging Report
Accounts Payable Aging report
Weekly or monthly accounting summaries
Monthly Profit and Loss Statement
Open Sales Order by Customer Report
Negotiating with your vendors
Budgeting & Forecasting
Financial statements & custom reporting
Keeping track of spending
Coordinating with your CPA or tax adviser
Profit and Loss Statement – YTD
Profit and Loss Statement by Class – YTD
Financial statements & custom reporting
Profit improvement strategies
Financial forecasting and budgeting
Operational analysis
Personal income tax
Business and Corp annual tax filling
Business tax preparation
Audit support
Sales Tax
Quarterly Estimated Taxes
Worker's compensation audits
Unemployment claims
Trust and estate tax returns
