Accounting services
- Posting of deposits and disbursements
- Monthly bank and/or credit card reconciliation
- Accounts Receivable – invoicing and analysis
- Asset/Depreciation reconciliation
- Accounts Payable – bills, payments and analysis
- State sales tax reporting/payment
- Monthly loan balance reconciliation
- Payroll assistance and reporting
- Subcontractor compliance; W-9s, 1099s & 1096s
- Assist with online accounts and payments
- Prepare financial reports as requested
- Conducting one-time accounting/tax projects
- Year-end assistance for accounting/tax documentation
- Other
Tax Services
- Preparation of personal and small business Federal and State tax returns
- Tax planning and consulting for personal and small business tax returns
- Year-end assistance for accounting/tax documentation
- Other
QuickBooks Services
- Setting up a new QBs account
- Transferring QBs from an old to new computer
- Upgrades and updates for your QBs
- Assistance with linking financial accounts and QBs for convenient importing and posting
- Training for QBs users
- Assistance with the many features QBs has to offer
- Other
Frequency of services
- daily
- weekly
- bi-monthly
- quarterly
- semi annual
- annual
- one-time