Bookkeeping & Taxes
CLEAN-UP & CATCH-UP WORK
Manage large projects with the goal of bringing client books up to date and setting procedures for timely maintenance moving forward.
Monthly BOOKKEEPING maintenance
Enter and classify transactions and reconcile accounts. Provide assistance in managing payroll runs and filings with third party payroll processors. Review IRA employer contributions for accuracy.
TAXES & year-end IRS FILINGS
Prepare personal tax returns (including Schedule C), corporate tax returns (including LLC & S Corp), property tax listings, 1099 filings and foreign account reporting.
Consulting & Training
Train management and staff to use QuickBooks online, QuickBooks Desktop, Peachtree, Freshbooks, Wave and Xero.
Sales tax CONSULTING & reporting
Analyze your current sales tax responsibility, assist with registration and file monthly or quarterly sales tax returns as needed.
One-on-one orientation and Q&A sessions for individuals who want to start a small business and do not know where to begin.
accounts payable management
Receive, enter and monitor vendor invoices. Manage and reconcile cash weekly. Serve as main point of contact for vendors. Issue checks and e-payments timely.
billing & accounts receivable
Generate client billings, receive and post payments, and manage past due accounts.
Ensure that your staff is entering and classifying transactions correctly on a regular basis. Review reconciliations and financial statements for accuracy.
Industries We Serve
FOOD & BEVERAGE
Full-service Restaurants, Coffee Shops & Bars
real estate trades
Landscaping, Painting, Appraisal, Home Inspection & General Contracting
RESEARCH & MANUFACTURING
Life sciences, Medical supplies & Construction materials
Web and software developers, eLearning designers & Managed IT
Attorneys & Professionals in the Health, Finance & Real Estate industries
RETAIL & WHOLESALE
Online, brick-and-mortar Retailers & specialty Wholesalers