Bookkeeping & Payroll Services
Know exactly how well your business is doing at any given time, stay on top of your tax liability and provide your accountant and tax professional clean reports, saving you time and money.
Start here if you already have a QuickBooks Online (QBO) or Xero account.
What’s Included:
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In-depth review of your existing bookkeeping setup
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Identification of errors, inconsistencies, or missing information
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Evaluation of bank, credit card, and loan reconciliations
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Review of chart of accounts and account categorizations
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Summary report with findings
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Clear recommendations and next steps for Clean Up
QBO or Xero Diagnostic Review
Keeping your books organized and keeping you informed about your company's success by:​
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Updating & Categorizing of all income and expense transactions
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Bank, Credit Card & Loan Account Reconciliations
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Month-End & Year-End adjusting journal entries.
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Monthly Cash Flow, Balance Sheet & Profit and Lost Statements
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Integrations with 3rd Party Apps like, Square, PayPal, etc.
Ongoing Bookkeeping & Reporting
Services Include:
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Updating your chart of accounts
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Categorizing all transactions accurately
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Reconciling bank, credit card, and loan accounts
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Cleaning up Accounts Payable and Accounts Receivable
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Identifying and correcting prior bookkeeping errors
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Delivering clean, tax-ready financials
Bookkeeping Clean Up & Catch-Up
Payroll Set-Up, Processing & Compliance
Support for small businesses managing employee or contractor payroll.
How We Help:
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Payroll setup for employees and subcontractors
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Ongoing payroll processing and tax filings
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Compliance with federal and state payroll regulations
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Integration with your bookkeeping system
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Certified support for ADP, Gusto, and QuickBooks Payroll
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Guidance on choosing the best payroll provider for your needs
QuickBooks Online or Xero Set-Up
Start here if you already have a QuickBooks Online (QBO) or Xero account.
​
What’s Included:
-
In-depth review of your existing bookkeeping setup
-
Identification of errors, inconsistencies, or missing information
-
Evaluation of bank, credit card, and loan reconciliations
-
Review of chart of accounts and account categorizations
-
Summary report with findings
-
Clear recommendations and next steps for Clean Up
Additional Services
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QBO "How To" Mini Training Sessions
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A/R Invoice Management
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A/P Bill Payment Management
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Sales Tax Reporting
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1099 Filing
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Receipt Management
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