Accounting & Bookkeeping

All services below can be billed à la carte. If you’re looking for a more comprehensive bookkeeping service, please check out our Full-Service Bookkeeping page.

  • Vendor bill management

    Input and pay bills

  • Customer Management

    Create invoices, send invoices, receive payments, apply payments, and monitor customer balances

  • Streamlined Reconciliations

    Reconcile monthly bank and credit card accounts

  • Process Payroll

    Manage all the steps in paying your workforce, from gathering employee information to sending your staff their paychecks.

  • Quickbooks

    Connect your bank and credit cards in QuickBooks to allow for daily automatic downloads

  • Reporting

    Provide monthly, quarterly, and year-end financial close reports

  • CPA Assistance

    Work with your CPA or tax preparer at year-end to ensure timely tax returns and/or audit, review, and compilation reports

  • Management-Level Reports

    Provide management- and/or board-level financial reports

  • Sales Tax

    Collect and file sales tax

  • Financials

    Create and submit monthly and quarterly financials

  • Chart of Accounts Management

    Review and, if necessary, change your chart of accounts

  • Tax Form Processing

    Process 1099 and W-2 forms

Need any of these services? Contact us today!