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Start-Up Services
 

These services are about getting your accounting system cleaned-up and running smoothly for efficiency and clarity.

  • Diagnostic Review: Here I’ll look at every area of your accounting system, recommending services based on the nature of your business and expressed needs.

  • Set-up/Clean-up: An accounting system needs to get set-up or cleaned up before it can do what it’s meant to do, enable you to accurately pay taxes and track performance.

  • Software Conversion: I can help you migrate data to more efficient software in order to create less friction in your accounting operations.

Financial Report
Business meeting

Core Services
 

The heart of bookkeeping is about recording financial transactions to their proper accounts.

  • Receipt Management: Gathering receipts is essential for proper transaction recording and audit protection.

  • Record & Reconcile Transactions: Let’s get your transactions recorded accurately for healthy data.

  • Prepare Financial Reports: After the transactions have been recorded I’ll organize your accounts in such a way you can understand how you're performing financially.

Advance Services
 

There are more features to an accounting system that can relieve stress and improve business performance.  â€‹

  • Payroll Processing: I can process payroll and insure the payroll taxes are being paid on-time and accurately.

  • Accounts Payable: Your vendors need to get paid on-time. I’ll manage the bills and pay vendors for you.

  • Budgeting & Forecasting: It’s great to be able to anticipate income and expenses for goal setting and performance tracking

  • Coaching: Accounting is the language of business. Here I can teach you key accounting principles and software best practices.

Business Meeting
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Tax Services
 

Let’s make sure you're safe from penalties and fees from the federal or state governments. 

  • 1099 Filing: Collecting W-9’s and filing non-employee compensation for certain independent contractors you hired is required for most businesses.

  • Sales Tax Filing: Let’s maintain compliance and get your sales tax paid on time for product’s you sell.

  • Quarterly Estimated Taxes: Avoid being surprised by large tax bills and have me track your income monthly to get an estimation of your income tax liability, which is due quarterly.

  • Income Tax Filing: While it's your CPA who will do the filing,I’ll make sure your books are well organized so they can efficiently do their job.

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