Ideal for small business owners seeking periodic assistance without the need for ongoing daily or weekly bookkeeping support.
Thorough recording of checks, deposits, credit card expenses, payroll, and more.
Bank, credit card, and balance sheet account reconciliation as needed.
Monthly financial and payroll reports for clear insights.
Expert payroll setup and review.
Coordination with tax preparers and answering related financial queries.
Complete Payroll Solutions
Ongoing Bookkeeping
Ideal for business owners in need of continuous support with their books and finances, encompassing accounts payable and receivable management.
Daily/weekly recording of financial transactions.
Reconciliation of accounts as needed.
Management of accounts payable and receivable.
Provision of financial and payroll reports.
Expert payroll setup and review.
Coordination with tax preparers.
Complete Payroll Solutions
Complete Bookkeeping and Finance Department Outsourcing
Ideal for business owners prioritizing business growth, while ensuring continuous financial stability, without the overhead of hiring staff.
Daily recording of checks, deposits, credit card expenses, payroll, and more.
Reconciliation of bank, credit card accounts, and other balance sheet accounts as required.
Management of accounts payable and receivable.
Inventory management.
Continuous financial reporting and analysis.
Budgeting and forecasting.
Project management.
Payroll setup and review.
Coordination with your tax return preparer and addressing financial inquiries.
Complete Payroll Solutions
Consulting and Support Services
Budgeting, forecasting, and financial analysis.
QuickBooks training and support.
Nonprofit organizations support.
Setup accounting systems using QuickBooks Online for tax form 990 filing, including chart of accounts, funds, and expense tracking for Programs, Fundraising, and Management & General.
Assist in preparing financial reports for presentation to the board of directors.
Develop organizational budgets and forecasts, including program budgets.
Assist in developing finance and procurement policies and procedures.
