Services

Bookkeeping Services

  • Data Entry: We will connect your financial accounts to your bookkeeping software and begin data entry
  • Reconciliation: Reconcile all your accounts and make sure that all your accounts are accurate.
  • Reporting: We will consolidate all your transactions and accounts. Then, prepare your financial reports for month-end and year-end. The financial statements will include Profit & Loss (Income) Statement and Balance Sheet Statement.
  • Provide Insight: Provide you insight into how your business is doing. This is custom tailored to how you would like to see your business. This can be year-over-year, month-to-month comparison, etc.

Bookkeeping Services

  • Data Entry: We will connect your financial accounts to your bookkeeping software and begin data entry
  • Reconciliation: Reconcile all your accounts and make sure that all your accounts are accurate.
  • Reporting: We will consolidate all your transactions and accounts. Then, prepare your financial reports for month-end and year-end. The financial statements will include Profit & Loss (Income) Statement and Balance Sheet Statement.
  • Provide Insight: Provide you insight into how your business is doing. This is custom tailored to how you would like to see your business. This can be year-over-year, month-to-month comparison, etc.

Bookkeeping Clean-up

When you may have fallen behind on properly maintaining your financial records and need help getting your books up to date, cleanup bookkeeping is the service for you.

Some of the services may include reconciling:
  • Bank accounts and credit cards
  • Payroll and Independent contractor records
  • Accounts receivable and payables

Financial Analysis

  • Analyzing Date: This will consist of analyzing current and past data.
  • Performance and Trends: Analysis your current financial performance and identify key trends for future expenses. This will help your business be prepared for the future.
  • Budgeting: Create a budget that your business can compare to the actual performance. Customized budgeting for your business.

Financial Analysis

  • Analyzing Date: This will consist of analyzing current and past data and assist in predicting future state of your business.
  • Performance and Trends: Analysis your current financial performance and identify key trends for future expenses. This will help your business be prepared for the future.
  • Budgeting: Create a budget that your business can compare to the actual performance. Customized budgeting for your business.
  • Develop and Grow: Aide in developing policies and procedures to accommodate business growth.
  • Financial Models and Forecasting: Provide clients with a financial model of their business and help in predicting future forecast of the business through models and financial reports.

Payroll Services

  • Payroll set-up within Accounting Software
  • Submit Quarterly and Annual Tax Reporting to both State and Federal
  • Submit tax payments monthly to State and Federal
  • Pay any appropriate garnishments liabilities that need to paid: Ex. Child Support
  • Pay any appropriate deduction liabilities that need to paid: Ex. 401K, IRA’s, etc
  • Process Weekly or Bi-Weekly payroll
  • W-2’s processed annually
  • W-3’s processed annually to State and Federal

Project Management

  • Inventory:This is where we can help with any of your inventory needs.
  • Pricing:We can update your pricing at the time of price increase goes into effect. We can also analyze the custom pricing for your customer's.
  • Margin Percentage:We can analyze your margin percentages based on your cost of providing the service and/or products.
  • Any other projects that you may need to help run your business, please request and we would be happy to see if we can assist you.

Project Management

  • Inventory:This is where we can help with any of your inventory needs.
  • Automation: This is where we can help assist your business becoming more automated.
  • Pricing:We can update your pricing at the time of price increase goes into effect. We can also analyze the custom pricing for your customer's.
  • Margin Percentage:We can analyze your margin percentages based on your cost of providing the service and/or products.
  • Any other projects that you may need to help run your business, please request and we would be happy to see if we can assist you.

Questions On Any Of Our
Bookkeeping services?

The best way for us to determine how we can assist you and get you on the right path is to schedule a Free Consultation.