Small Business Services

BOOKKEEPING

Income and expense entry, bank and credit card account reconciliations, A/P, A/R, loan tracking, etc. are done weekly, biweekly, or monthly, depending on the client’s needs. 

PAYROLL SERVICES 

Includes direct deposit, vacation and sick time accruals, payroll tax calculations, and state and federal payroll reporting. 

INVOICING 

Track project time and expenses, prepare invoices, provide sales tax collection and reporting, and follow up on past due accounts, using Quickbooks or your existing invoicing system. 

OVERHEAD COST AND ANALYSIS 

Vendor/supplier research, identification of cost-cutting measures, budget creation, and analysis, assistance managing cash flow, and prioritizing payments to improve credit or reduce debt. 

YEAR-END ACCOUNTANT PREPARATION 

Small businesses that don’t require ongoing bookkeeping support. Clients provide bank statements, receipts, and other materials as well as their existing Quickbooks files (if any) for review and clean-up. After the initial data entry or clean-up of the existing file, we review the information with the client; often this results in identifying tax deductions or business expenses. Finally, a spreadsheet summary of all the data is created for future use.