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PROVIDED SERVICES

Let's take your business to the next level.

ACCOUNTING

  • Set-up company books and payroll

  • Bookkeeping and payroll training

  • Financial Statement preparation

BOOKKEEPING

  • Reconciliation of banks and credit cards

  • Expense classification and coding

  • Revenue recognition

  • Accounts Receivable (invoicing & receivables)

  • Payables management

  • Asset tracking

  • Inventory management

  • CPA review of financials

  • Monthly Financial Statement package

  • Close books for quarter- and year-end

PEOPLE MANAGEMENT & PAYROLL

  • Full payroll processing, management and filings

  • 1099 contractor management & filing

  • On-boarding employees

  • Employee handbooks

  • Health insurance

  • Job description & online posting

  • Candidate reviews

FINANCIAL ANALYSIS

  • Profit margin analysis

  • Budgeting

  • Financial statement analysis

  • Cash flow forecasting - weekly and monthly

  • Due diligence - contract or loan review

OTHER BUSINESS SERVICES

  • Paid online marketing

  • Notary

  • Business process review & improvement

  • Systems review & improvement

TAX

  • Business income tax returns (federal & state)

  • Sales tax filings (USA & international)

  • Sales tax monitoring

  • Business property tax

  • Audit assistance (for all of the above)

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