BOOKKEEPING & ACCOUNTING
Weekly, monthly, or quarterly services available and we can work directly with your tax preparer during the stressful tax season.
*Every tax year we encourage our clients to meet with their tax preparer to do yearend tax planning. There is usually no extra charge for this service! We will work directly with you and your tax preparer or we can refer you to one of the many preparers we have the pleasure of working alongside.
- Sales Tax
- Job Costing
- Financial Statements
- Bank/Loan/Credit Card Reconciliation
- Work Comp Audits
- Accounts Payable & Receivables
- AIA Invoicing
- Tax Projections*
We will assist you in your LLC or Corporate set up, establish your Chart of Accounts and sales tax accounts , as well as provide guidance on how to organize and create a workflow that keeps you on top of your business.
- LLC Processing
- Corporate Processing
- New QuickBook’s Set Up
- QuickBook’s Training
- Inventory Set-Up
- Guidance on record keeping for tax prep
PERSONAL & SHORT TERM PROJECTS
Whether you need help implementing a new computer system, one time project management, closing out the years filing and setting up new files, or just need help reconciling your personal financial accounts we are here to help you!
- Organize your personal finances & documents
- New system data entry
- Project Accounting