Our Services
Our services are tailored to each individual client and what their needs are. With most of our clients we follow what they have in place until we get familiar with the way they do their recordkeeping. Once we get a good feel for how and what they need we can then start making changes to streamline their account.
Services
We offer a wide range of services to meet every type of business.
Some of Our Services
- Monthly/Quarterly Reconciling (both onsite and remotely as needed)
- Daily, Weekly, Monthly transaction download and review
- Prepare and review monthly financials to satisfy individual client's needs
- A/R Support: prepare and send invoices, accept payments and record. A/R aging monitoring
- A/P Support: enter bills, prepare checks and mail
- Prepare, run and maintain payroll (including payroll tax filings)
- Sales Tax Preparation
Services Continued
- Prepare and maintain cash flow reports
- Financial forecasting vs Actual review
- Profitability analysis
- Prepare auditing financials for WC, Insurance or payroll reviews
- Prepare annual financials from hardcopy bank statements (once a year usually beginning of the year)
- Training in all aspects on DIY bookkeeping (using finance softwares, keeping track of expenses etc)
