Services We Offer
Our range of services and software specialties means we do business the way that works best for you.
Bookkeeping
- Enter and code all transactions
- Reconcile all accounts
- Enter all adjustments such as depreciation
- Can do daily, weekly, monthly or quarterly
Review and Clean Up Work
- Review the books prepared by you or your in-house bookkeeper
- Clean up books that are behind or are not accurate
QuickBooks Consulting
- Setup assistance
- Move QuickBooks Desktop to QuickBooks Online
- Training on QuickBooks Desktop or QuickBooks Online
- Assist in researching QuickBooks needs and determining the right product
- Troubleshooting
Payroll
- Coming soon
Sales Tax
- Determine if you have nexus in various states
- Figure sales tax due
- Prepare and file reports and payments
Bill Pay
- Able to provide accounts payable function
- Send invoices directly to us
- Can set up approval process if requested
Invoicing
- Able to provide accounts receivable function
- Can invoice your customers
- Provide collection function
We also offer fixed asset record keeping, personal property declaration preparation and filing, tax return preparation for current business clients, and 1099s.
User-Friendly Client Portal
To make things easier for you, we offer a user friendly client portal to all our clients.
- Access from your computer or download app on phone
- Login with one email and toggle between your various accounts such as personal and business. Only one password to remember.
- Send secure messages similar to text messaging
- Upload docs to portal by scan or by taking picture with phone and uploading
