Typically our customers are small businesses and entrepreneurs.
We can do a one-time clean-up before you see your tax preparer/CPA or we have affordable monthly services available.
- Data entry of all business transactions
- Prepare accurate and timely financial statements
- Reconcile bank and credit card statements on a monthly basis
- Setting up and sending information to ADP (or other payroll services).
- We can also provide collection services on past-due invoices.
- Monthly phone meetings to review the numbers
- Training on Quickbooks for you or your staff
We prefer Quickbooks Desktop, we can use your Quickbooks Online Subscription, Freshbooks or Wave Accounting. We can also create a system for you that is easy to duplicate on your own. While we don’t prepare tax returns, we can help both professionals and businesses get their records in order for their tax preparer-even if it’s currently in a shoebox or shopping bag. If you are looking for a local tax preparer or CPA, we have have referrals for you too.