Our essential bookkeeping services are:

  • Record and classify monthly bank and account transactions 
  • Bank and account reconciliations
  • Preparation and presentation of the main financial reports (P&L, Balance Sheet and Statement of Cash Flows)
  • Interpretation and analysis of financial reports
  • Year end financial reports - tax preparation for accountant
  • Email/phone/video conferencing support

* Essential bookkeeping services always include an online accounting software subscription per company


Additional services we extend to support your business:

  • Set-up/restructure (clean up) an online accounting system
  • Accounts payable and bill pay
  • Accounts receivable and invoicing
  • Budgeting
  • Benchmarking
  • Sales and Use Tax preparation
  • Payroll facilitation with a payroll specialist of your choice - recommendations can be provided
  • 1099 and 1096 year end filing or eFile
  • Worker’s Comp audit document preparation
  • Custom financial reports
  • Small business consulting and strategizing

 

Please get in touch and setup a consultation today!