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FULL ACCOUNTING DEPARTMENT​

  • Full Charge Bookkeeper - Check writing, AP,AR, Bank/Credit Card Reconciliations 
  • Accounting & Software Specialist  - Set​ up your company data file using QuickBooks software
  • Financial Analyst - Budgets, Cash Flow Management,  Review Financial Statements  

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BOOKKEEPING SERVICES​

  • Data Entry - Build accounting records and keep them up-to-date 
  • Controller Oversight & Bookkeeper - Daily​ Accounts Payable, Accounts Receivable, Banking, & Payroll maintained  
  • Cash/Accrual Basis Reporting - Cash/Accrual Basis Financials  

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ACCOUNT SERVICES

  • Accounts Payable - Record and/or Pay Vendor bills 
  • Reconcile Vendor statements 
  • Accounts Receivable - Create/Import invoices for products and/or services to customers or clients 
  • Reconcile Customer/Client Statements  
  • Bank/Credit Card Reconciliations - Monthly/Quarterly Account Reconciliations  

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TAX

  • Sales Tax Preparation & Filing -  Monthly,​ Quarterly or Annually 
  • Year End Payroll & 1099 Processing - Process W2,W3 or 1099-Misc forms 
  • Income Tax Preparation & Filing - Individuals, Partnerships, LLCs & Corporations
  • Amending Prior Tax Returns - Sales, Payroll or Income Tax Returns Amended
  • Nonprofit Taxation
    Electronic Filing
    Federal/State/City Correspondence
  • IRS Resolution & Audit Support
  • Offer in Compromise Filing and Correspondence

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TRUST & LIVING WILL

  • Trust Accounting Set up
  • After the Fact Accounting
  • Tax Preparation for Estates & Trusts