Services
We can assist you with bookkeeping services from basic write-up to full charge bookkeeping on a weekly, monthly, or quarterly basis. We also offer one-time “clean-up” help, QuickBooks training and help. We can do on-site work or remotely, so we can service your account no matter where you are located.
We also work with your CPA to ensure a smooth transition at tax and year-end which will save you considerable money from your CPA’s rates.
Services for businesses include:
- New company set-up
- Accounts Receivable/Customer Invoicing – Prepare Customer Invoices, Record Checks, Prepare AR aging, Manage Customers Database
- Accounts Payable – Enter Vendor Bills, Prepare AP aging, Write Checks and Deliver to you to Sign, Manage Vendors Database
- Record Credit Cards Charges and Bill Customers if needed
- Monthly Bank Account Reconciliations
- Month-End Financial Reports, Customized Reports for you and your CPA
- Budgeting
- Maintain Accounts Payable and Accounts Receivable Files
- Payroll Services and Payroll Taxes
- Quarterly Payroll Tax Filing
- Printing and Filing W-2and 1099 Forms
- Year-End Payroll Reporting
Services for individuals include:
- Maintain Files
- Enter Bill into Computer Program
- Monthly or weekly bill-paying
- Budgeting
- Scan all Bills for easy Access on your Computer
Other Services:
- Make Travel Arrangements
- Graphic Design
