SERVICES
We provide both onsite and remote bookkeeping
As a company formed by a licensed Certified Public Accountant, we pride ourselves on providing outsourced bookkeeping services using QuickBooks Online or QuickBooks Desktop in a Hosted Environment.
Our Bookkeeping Services Include:
- Vendor bill management – Input and pay bills.
- Customer management – Create invoices, send invoices, receive payments, apply payments and monitor customer balances.
- Reconciliation of bank and credit card accounts on a monthly basis.
- Process payroll.
- Connect your bank and credit cards in QuickBooks to allow for automatic downloads on a daily basis.
- Provide month, quarter and year-end financial close.
- Work with your CPA or tax preparer at year-end to ensure timely tax returns and or audit, review and compilation reports.
- Provide management and or board level financial reports.
- Sales tax collection and filing.
- Monthly and quarterly financials.
- Review of and changing of your chart of accounts if needed.
- 1099 processing.
- Working with you and your team members to make better use of QuickBooks.