Services

Our goal is to make your life easier, so our services are customized to fit your needs. You aren’t one-size-fits-all, and neither are the services you need. We offer a range of services and can customize a package just for you. Work is done remotely in most cases, to save time and therefore money, and so we can offer you a wider variety of services.

BOOKKEEPING

  • Payroll, to include quarterly and annual reporting
  • 1099 Preparation to ensure IRS compliance
  • Sales Taxes, to include set up of your software to make sure your sales tax rates are calculating properly on all sales.
  • Account Reconciliation of bank accounts, credit card accounts, and other balance sheet accounts
  • Financial Statements with the numbers you need to make better business decisions
  • Monthly and Quarterly services include monthly/quarterly sales taxes and financials.
  • Retail reporting, to include POS
  • Customized packages to fit your specific needs, whether it’s AR, AP, or POS

TRAINING

  • How to use a process we’ve set up for you to have better financial data
  • How to use QuickBooks for your business

CONSULTING

  • QuickBooks set up and installation
  • Processes and Procedures: How to efficiently process your accounting activities
  • Clean up of QB files, to include evaluation of problem areas and recommendations

NEW BUSINESS SET UP PACKAGES

Packages are tailored to your individual needs, and may include the following:

  • QuickBooks file setup and up to 3 hours of consulting
  • Training on basic QB tasks and procedures
  • Reviewing requirements for proper records for the IRS
  • Chart of accounts setup specific to your requirements
  • Review of what your business should be doing to succeed
  • Training on bank and credit card reconciliations specific to QB
  • Financial statement review
  • Sales tax set up and compliance review
  • Payroll setup and compliance review
  • Suggestions to help you run your business profitably

Packages start at $300.