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