Welcome

Starting a new business? We can help! 

• Register Business
• Apply for filing numbers
• Account Set-Up offered ( See below)

 For any existing accounting software files, we require a Diagnostic Review.  We will provide a detailed report and quote to get your books in order. 

• Accounting software file review
• Review financial reports
• Review prior year(s) tax returns
• Review software settings
• Includes detailed report of findings and recommendations
• Quote for services provided
• Session to go over findings

If you do not currently have an accounting software, we will get you set up! We primarily work with QuickBooks Online.   

• Guide you through the process to set up your bank feeds.
• Customize the Chart of Accounts for your business entity type and industry.
• Go through our checklist with you to get your accounting software set up for success.

Clean-Up

Review the prior tax return and determine if you may need to file an amendment or clean up the books going forward from that point. It also may be determined to start a new set of books (see Account Set-up under Services). Review from detailed process check list.

 Catch-up

Are you behind entering and classifying your bank transactions? We will help get you caught up so you will be ready to move forward.

Our ongoing bookkeeping services include:

• Bank transaction posting
• Monthly account reconciliation
• Monthly Financial Reports
• Monthly multi-level quality and accuracy review
• Quarterly check-in meeting
• Unlimited email support
• Cooperation with your tax professional

Our additional bookkeeping services include:

• Accounts Receivable Management
• Accounts Payable Management
• Assisted Payroll
• Receipt/Document Management
• 1099 Processing and Filing
• Cost Mitigation
• Custom Reports
• KPI tracking, benchmarking, cash flow projections

Please book a call to discuss:

• Sales Tax
• Restaurant Tax
• Individual Income tax
• Business Tax
• Assisted Payroll

Please book a call to discuss