Services

 There are a few services that are provided to all my clients regardless of their business, the only difference is the quantity your specific business needs. 

The Basics are:

• Recording and classifying transactions
• Reconciling bank accounts
• Delivering and discussing your Balance Sheet, Income Statement and Statement of Cash Flows with you via your preferred virtual platform such as Zoom

Accounts Receivable and Payable Services  (These services can include)

• Setting up & managing integration of programs such as Expensify and Bill.com
• Scheduling approved monthly vendor payments
• Reconciling vendor statements
• Issuing customer invoices & statements
• Recording customer payments
• Delivering detailed reports and discuss them

Other Services (These services include but not limited to)

Payroll Management: 

• Maintain Employee Records
• Process Weekly, Semi-Monthly & Monthly Payroll
• Provide Pay Stubs for distribution to Employees
• Provide Summary or Detailed Payroll Reports

Speciality Services

Year End Bookkeeping

Enter all transactions for the entire year

Reconcile all bank and credit card accounts (up to 2 each)

Make all general journal entries

Provide reports needed for your tax preparer 

Ensuring all payroll tax liabilities are processed and deposited correctly & timely
Giving you the ability to provide valuable human resource services to your employees such as direct deposit, insurance and PTO

Sales Tax Management:
Not currently provided but we can discuss your needs

Quickbooks Online System File Setup Available

**Quickbooks or Bookkeeping Cleanup Services

**Pricing may vary depending on complexity of the work and/or large volume of transactions.  

**We offer competitive pricing tailored just for you.