Services

• Record income and expenses
• Categorize transactions
• Bank & Credit Card reconciliations
• Journal Entries
• Monthly financial statements (Balance Sheet, Income Statement, Cash Flow Statement)
• Sales and Use Tax Review
• Quarterly packages available
• Pricing varies based on number of transactions
• Accounts Payable (bills and payments), maintain vendor list   and data, review all bills, prepare checks or schedule electronic transfers.
• Accounts Receivables (invoices and collections), prepare and mail invoices, prepare agings, and customer statements.
• Sales Commissions
• Time Tracking and Job Cost Preparation
• Inventory Management
• Create Purchase Orders
• App investigation and recommendation
• Custom Reports
• Debt payoff tracking

• Review current bookkeeping (if in place)
• Catch up on prior months of records
• Establish a bookkeeping system that works for you
• Training for QuickBooks Online (hourly rate)
• One-time fee varies based on scope of work

 Keep a good employee by offering them the chance to advance! 

• Develop your current employee/office manager to move into a leadership role as Accounting Manager or Controller.
• Teach accounting skills utilizing QuickBooks Online
• How to optimize time through effective, streamlined workflow
• Teach how to create and analyze key performance reports.
• One-time fee varies based on scope of work

• Planning, directing, and coordinating accounting functions
• Discussing financial results with upper management, owners, and investors
• Coordinating and discussing company results with external auditors
• Managing budgets
• Creating and discussing business performance metrics