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BASIC BOOKKEEPING: Income and expense entry,bank and credit card account reconciliations, A/P, A/R, loan tracking, etc. 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.

CUSTOMER INVOICING: We track project time and expenses (Architectural, Construction, Design firms, etc.), prepare invoices, provide sales tax collection and reporting, and follow-up on past due accounts, using Quickbooks or your existing invoicing system.

NONPROFIT OVERHEAD PROGRAM (INCOME, COST AND ALLOCATION): We provide an additional breakdown of all income and expenses tracked by administrative, development, and program categories. Track use of restricted grant funds and create the necessary reports to be sent back to the funding agency. Assist in the creation of simple graphics or reports to be posted online or sent to potential donors showing what percentage of their donation was used for programs during the prior fiscal year.

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

SALES AND MEALS TAXES : We track collections and withholdings and provide monthly, quarterly or year-end filing.

YEAR END ACCOUNTANT PREPARATION: Small businesses who don’t require ongoing bookkeeping support. Clients provide bank statements, receipts and other materials and their existing Quickbooks file (if one exists) for review and clean-up. After the initial data entry or clean-up of their existing file, I review the information with the client; often this results in identifying tax deductions or business expenses they didn’t realize they could take. Finally, a spreadsheet summary of all data is created for use by their accountant.

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