Our Services
Comprehensive bookkeeping and accounting support customized for your small business needs
Outsourced Accounting
Outsourcing your accounting functions gives you the support of a full financial department without the overhead costs of internal staffing. We manage your everyday bookkeeping tasks, provide real-time updates and compile water-tight records that keep your company prepared for audits and tax returns.
- Flat monthly fee with no hidden administrative costs
- Sales tax preparation, filings, and ledger synchronization
- Payroll processing, sales tax filings and 1099 administration
- Accounts payable, receivable tracking, and bank reconciliations
Start-Up Services
Starting a new business requires establishing a solid financial and legal foundation from day one. We take the stress out of launching by coordinating your registrations, licensing, and accounts. We build custom charts of accounts tailored specifically to your industry and the reporting requirements of your CPA.
- Business license coordination and state registrations
- Employer Identification Number (EIN) and payroll tax IDs
- Chart of Accounts design tailored to your reporting needs
- Accounting software setup and integration with business bank accounts
Accounting Maintenance
Ongoing maintenance is the heartbeat of a healthy business. We manage your regular account ledgers, check against CPA deadlines, and keep your financial records accurate and clean throughout the year. When tax time rolls around, your CPA receives an organized tax package, reducing preparation time and audit risks.
- Monthly bank and credit card account reconciliations
- Liaison with your CPA to keep books in sync with tax returns
- Workers’ compensation audit coordination and documentation support
- Regular financial statement reviews (Balance Sheet, P&L)
QuickBooks Training
If you prefer to keep your bookkeeping in-house, we can train you or your staff to manage the day-to-day basics. Our personalized training sessions show you how to write up checks, track expenses, create invoices, and reconcile accounts in QuickBooks with absolute confidence.
- One-on-one custom training sessions tailored to your business
- QuickBooks software navigation and best-practices guidance
- Invoice creation, client receipt management, and bill pay processes
- Empower your staff to handle basic daily bookkeeping operations