Our goal is to let you focus on the day to day while we focus on the bookkeeping. By allowing us to do that, it will allow you to grow and focus on other areas. We work with you on a personal level to help guide and achieve the best possible results for your business.
Not every business is the same and we don't expect them to be. We have certain processes that will cater to your needs.
- Updating and maintaining records of expenditures
- Sending out payments for company credit cards
- Inputting/paying vendor invoices
- Ensuring that all payments are sent on time
- Resolving payment discrepancies and disputes on behalf of the company
- Preparing and sending invoices to customers
- Posting payments to customer accounts
- Organizing and filing deposit receipts as invoices are paid
- Preparing reports on delinquent accounts and customer payment profiles
- Reconciling cash receipts and deposits
Monthly Bank Reconciliations
Let us reconcile your books on a monthly basis to ensure the accuracy of your accounting records. We will comb through your purchases, sales, receipts, and payments to get your books matching your bank statements down to the penny!
You gotta pay the people who help make your company a success! We can get each member of your staff set up in the Payroll Center along with filing state and federal payroll taxes.
Setting up a new accounting system
Finally decided to invest in an accounting program (QuickBooks Online, or Desktop)? We can get you set up and ready to go! This includes inputting your Chart of Accounts, Products and/or Services, Customers, Vendors and Employees. We can also input your company's financial history for a clear picture of where you currently stand financially.
Cleaning up your current accounting system
The importance of accurate financial statements cannot be underestimated. These reports examine your company's past and current financial data and performance, which allows you as well as external parties such as investors, creditors, and tax authorities to estimate future risks and growth potential. Whatever report you need, we can generate it!
We offer consultation services that allow us to train and support you. We can come in monthly, quarterly or as needed for support.