Services

  • Weekly and monthly reporting
  • Accounts payable and receivable
  • Financial statements
  • Cash balance tracking
  • Monthly closings
  • Balance sheets
  • Credit card reconciliations
  • General ledger maintenance
  • Issue checks and direct deposits
  • Small business payroll processing
  • Federal and state payroll tax filings
  • Accounting summaries
  • Payroll reports
  • Preparation of W-2’s, W-3’s, and 1099s
  • Handle payroll taxes and deductions
  • Manage employee benefits
  • Ensure full compliance with current payroll tax laws
  • Maintain the highest level of privacy for your business
  • Part-time CFO services
  • Interim CFO or Controller
  • Strategic business planning
  • Business improvement strategies
  • Tax planning to maximize profits
  • Cash flow management
  • Financial analysis and reporting
  • Operations review
  • Mergers and acquisitions
  • Risk management
  • Due diligence
  • Raising capital
  • Training for in-house accountants and bookkeepers
  • Choose the correct version of QuickBooks
  • QuickBooks software installation
  • Creating templates for invoices
  • Setting up your chart of accounts
  • Data file review and clean-up
  • Learn about complex QuickBooks functions