Services
What We Do
We pride ourselves on being the outsourced partner to conveniently and quickly remove the accounting portion from the owner's plate. That portion is significant as any errors in the books can lead to heavy costs. However, we won't let our clients experience that nightmare as we ensure the books are organized, clean, reconciled, and that our team is only providing direction based on sound financial advice.
We utilize QuickBooks Online to complete all of our accounting activities as it is the obvious industry leader and handles nearly 100% of small business requirements with relative ease. It also plays well with many different 3rd party apps and integrations. Thereby, bolstering the accounting system, and saving tremendous amounts of time and money, while also decreasing inaccuracies. We are advanced certified QuickBooks Online and Payroll ProAdvisors.
With all that in mind, here are the services we provide:
Bookkeeping Services
- Import Bank Transactions
- Transaction Recategorization
- Generate and Send Invoices
- Generate Sales Receipts
- Receive Payments/Make Deposits
- Run Monthly/Weekly Payroll
- Custom Financial Report/Package Generation
- Inventory Management
- Fixed Asset Depreciation Calculation
- Cost Analysis
- Year-End Reporting
- Reconciliation of Books
- Book Clean Up
Tax Prep
- 1099 Generation
- Tax Preparation (Individual through S-Corp)
- CPA Interfacing/Collaboration/Scheduling