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Regular Accounting Review

Monthly Bookkeeping 

We offer bookkeeping services on a monthly, quarterly and semiannual basis. Depending on the volume of your transactions, you may choose to conduct less frequent reconciliations.

We recommend that bank reconciliations be performed consistently to avoid emergency and last-minute filing.

We can discuss the best options for your situation.

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Solutions We can Bundle Together

Accounts Receivable

We monitor and follow up on payments for rendered products and services.

Accounts Payable

We manage cash flow to pay any outstanding balances.

Bill Pay

We process payments to vendors and schedule Automated Clearing House (ACH) authorization for invoices.

Reconciliation

We update your bank and credit card accounts, as well as other ledgers.

Clean Up

If your books and receipts are disorganized, we can update them in QuickBooks Online (QBO.)

We work with individuals and small businesses to update records in time for tax season.

Knowing that you are supported and that your finances are organized will give you the peace of mind to focus on your business.

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Receipt Management

We manage business receipts for record keeping.

Spreadsheets

We gather data to keep track of various matrices for review and analysis. 

Reports

We generate various reports to monitor income and expenses to make informed decisions.

Financial Statements

We calculate profit and loss, compiling a balance sheet and cash flow statement, to review and analyze your company’s Key Performance Indicators (KPIs.)

Learn QBO

Hands-On Training 

Learn to use QBO and Bill.com while you grow and develop your business.

We can teach you shortcuts that will help you be more efficient and get things done.

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Vendor Management

We manage vendor communication regarding invoices and update records to submit 1099 forms at the end of the year.

Payroll

We manage employee payment, including hours tracked, pay and payroll deposited.

Budget

We review, dissect and prepare revenue and expenses on an annual basis.

Tax Preparation

We organize, prepare and review the documents needed to complete personal and business tax returns.

For forms and deadlines regarding federal taxes, please visit the link below.

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