Services

Bookkeeping services - This service includes properly categorizing transactions and reconciling all your bank, credit card and loan statements to create accurate records. Financial statements are produced on a monthly basis including the Income Statement, Balance Sheet and Statement of Cash Flows. Financial reporting is accurate, timely and useful for evaluating the performance of your business.

Accounts Receivable - This service assists with invoicing clients, keeping tabs on who owes how much and when payments are due. The goal is to help you get paid what you are owed expediently!

Accounts Payable - This service helps keep track of your bills and get them paid on time. This can involve assistance from software addons and is tailored to each individual’s business operations. It is important to note that in order to maintain proper internal controls, the business owner actually executes payment transactions.

Sales Tax - This service compiles reports and assists in filing and paying the sales tax you collect and owe. The extent and complexity of this service can vary widely depending on your home state and whether you sell directly to clients in multiple states.

1099 Filing - This service assists with your 1099-related compliance obligations by streamlining the collection and storage of W9s and taking care of year-end filing.

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