Services

 

bookkeeping

  • categorization of all business transactions

  • expert review of all financial activity

  • bank, credit card, and loan reconciliations

expenses

  • run payroll

  • pay bills

  • track receipts

  • communicate with your employees and vendors

sales

  • generate and send estimates, and invoices

  • assistance with collecting payments

  • professional communication with your clients

 

reports

  • profit & loss, balance sheet, accounts payable/receivable

  • custom reports for your needs

  • education on understanding reports and your numbers

taxes

  • W-2 and 1099 filing

  • sales and payroll tax filing

  • prepare your books for annual taxes and support your tax preparer

consultation

  • advising on systems, workflows, and software for your needs

  • training for your team if you plan to handle some/all of your bookkeeping tasks