Available Services
Accounting Services
Bookkeeping
Account Reconciliation
Transaction Input
Payroll
Accounts Receivable
Accounts Payable
Management Reports
Financial Statement Reporting
Account Analysis
Compliance Services
Income Tax Returns
State and Local Business Taxes
Industry Specific Taxes
Annual Reports
Entity Maintenance
Audits
Jurisdiction Notices
Consulting Services
Controller / CFO Services
Tax Planning
Software Discounts
Subscription Setup
Accounting System Setup
Accounting Training
Accounting Support
Services Tailored to Your Needs
No two businesses are the same, and there is no cookie cutter method in developing an accounting system. I will work with each business owner to help implement the technology and procedures that best fit your enterprise.
1
Accounting Software
Whether you have an existing system that needs fine tuning or if you are starting from scratch, I am able to provide guidance on the features you should care about and procedures that fit your workflow. I am experienced with QuickBooks Desktop, QuickBooks Online, Xero, FreshBooks, and Wave. I can also set up remote access to your office computers or a full cloud desktop as your workspace.
2
Bookkeeping & Accounting
Every bank and credit card transaction you have should be recorded and reconciled in your accounting system. I can complete as little as the monthly reconciliations and as much as the full input of transaction data. Accounts receivable and payable are also an available service.
3
Employees & Subcontractors
Paying your staff is key, and I can provide either an in-house payroll option or utilize your existing platform whether it is ADP, Paychex, Gusto, etc. Free yourself of all the payroll filing requirements, 1099 returns, and annual compliance audits.
4
Tax Returns & Compliance
I provide income tax preparation services for corporations, partnerships, and individuals. Multi-state complexity, small business Schedule C, rental properties Schedule E. I also assist with other business taxes such as sales tax, gross receipts, annual reports, business privilege taxes, etc.
5
Analysis & Planning
Once you have this great accounting data being properly maintained, make sure to use it! I can provide routine reports for tracking profitability, financial statements for lenders and vendors, and tax planning to help reduce tax costs.