Helping business owners create a clear vision for their financial success!
What extraordinary possibilities could your business achieve if you had complete control over its profitability?
Our Services
Basic Bookkeeping
This package includes all data entry and analyzing and categorizing revenue and expenses in QuickBooks.
Reconciliation of all bank, credit card and loan accounts will also be completed. A cash-basis Profit & Loss and Balance Sheet Report will be generated regularly with timely, relevant and reliable data.
*QuickBooks software is an additional cost
Clean Up Work
Performing all necessary tasks to catch up incomplete or to clean up existing data in a business' books. This includes all steps of the basic bookkeeping package.
Discounts may be available when signing on for catch up/clean up work and on-going monthly basic bookkeeping package.
Additional Tracking
Class, project, job, location, grant and/or tag tracking are offered as add-on services to the Basic Bookkeeping Package. These features provide additional level of tracking for businesses in industries requiring more robust and granular reporting details. These additional types of tracking are typically necessary for businesses in real estate, construction and non-profit industries.
Payroll Processing & Tax Filing
Facilitated through a 3rd party full-service payroll provider, we are able to setup, process and file your business' payroll on your required payroll cycle.
We will also ensure that your company's payroll tax returns are filed and payroll tax liabilities are paid.
*Add on to Basic Bookkeeping Package
*Payroll subscription is an additional cost
Enhanced Services
Strategy Sessions
Outsourced Controllership
Outsourced CFO
Additional Options
Business Formation Assistance
1099 Filing
Intuit Discounts
Sales & Use Tax Filings
Accounts Payable/Accounts Receivable
Inventory
