Services

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 Accurate and timely bookkeeping is the backbone of every successful business. Our bookkeeping services are designed to keep your financial records in order and give you a clear picture of your company’s financial health. 

Transaction Recording:

• We accurately record and categorize all your financial transactions, including income, expenses, and purchases.
• Detailed tracking ensures you know exactly where your money is going.

Bank & Credit Card Reconciliation:

• Monthly reconciliation of all bank accounts and credit card statements ensures your records are accurate and up-to-date.
• Identify and resolve discrepancies quickly to maintain financial integrity.

Financial Reporting:

• Comprehensive financial statements, including balance sheets, profit and loss (P&L) reports, and cash flow statements, are provided to help you make informed business decisions.
• Customized reports available upon request to track specific metrics or trends.

Accounts Payable & Receivable Management:

• We track your bills and invoices, ensuring timely payments and collections to maintain positive cash flow.
• Detailed aging reports to help you monitor outstanding invoices or overdue payments.

Expense Tracking & Budgeting:

• We categorize your expenses to help you identify cost-saving opportunities.
• Assist in developing budgets to keep your spending aligned with your business goals.

Managing payroll can be time-consuming and complicated. Let us simplify the process with accurate, compliant, and efficient payroll services tailored to your business.

Payroll Processing:

• We calculate and process employee salaries, hourly wages, bonuses, and deductions accurately.
• Options for direct deposit or printed checks to meet your employees’ preferences.

Tax Filing Compliance:

• Management of federal, state, and local payroll tax filings, ensuring compliance and avoiding penalties.
• Preparation of quarterly and annual tax forms, including 941s, 940s, W-2s, and 1099s.

Employee Record Management:

• Maintenance of detailed payroll records for employees, including hours worked, benefits, and tax deductions.
• Assistance with employee onboarding and setting up payroll information.

Year-End Payroll Services:

• Preparation and distribution of W-2s and 1099s for your employees and contractors.
• End-of-year payroll reconciliation to ensure accuracy in reporting.

As a Certified QuickBooks ProAdvisor, we provide expert-level support to ensure you’re maximizing the value of your QuickBooks software.

QuickBooks Setup:

• Customized setup for QuickBooks Desktop or QuickBooks Online tailored to your business needs.
• Chart of accounts creation and customization for accurate categorization of transactions.

QuickBooks Training:

• One-on-one training to help you and your team navigate QuickBooks confidently.
• Learn how to generate reports, reconcile accounts, and manage transactions efficiently.

Ongoing QuickBooks Support:

• Troubleshooting and assistance with day-to-day QuickBooks operations.
• Regular software reviews to ensure your QuickBooks file is optimized for performance.

Data Cleanup & Migration:

• We help clean up messy or outdated QuickBooks files, ensuring data accuracy.
• Smooth migration of data from other accounting platforms to QuickBooks.

In addition to bookkeeping, payroll, and QuickBooks support, we also prepare your financial records for tax season.

Tax Preparation Support:

• We work with your CPA or tax preparer to provide accurate and well-organized financial records.
• Year-end adjustments and reconciliation to ensure tax-ready books.

Audit Assistance:

• Support during audits by providing documentation and records that meet compliance standards.