This is a monthly package service which includes the following:
- Accurate and timely customer billing and invoices sent by email
- Maintaining & updating your customer and vendor information
- Entries of your cash/credit card deposits and withdraws
- Vendor invoices entered and categorized per your specifications
- Regular updates on your current receivables and payables
- Weekly/Bi-Weekly/Monthly check run as needed
- Reconciliation of checking & savings accounts as well as company credit cards
Professional and confidential processing of your company payroll either personally by me or through your designated payroll provider. This will include calculating, paying, and filing all state and federal payroll tax returns, tracking payroll deductions and contributions, and processing end-of-year W-2's/W-3.
Full QuickBooks™ company setup including chart of accounts, opening balances, customers, vendors, inventory (if applicable), service items, pricing structures and more. I also provide training to help you navigate the software so you can run your business confidently knowing your books are set up correctly.
As a small business you most likely hire independent contractors or purchase items from other small businesses who are 1099 eligible. I will collect and maintain your W-9 records as well as process your 1099's accurately and on time to all needed individuals as well as federal and state filings. This frees you up to be able to focus on growing your business rather than the paperwork.
Do you struggle with what is taxable and what is not? Do you provide a product or service and have to collect sales tax from your customers? Don't worry, you aren't alone. I am here to assist you in navigating these tricky waters by providing consultation or even preparing and filing these forms for you.
I can assist you in preparing and evaluating your monthly financial statements which can help you to gain a better financial understanding of your business. Together we can work to increase your profits while reducing your expenses which will allow you to push your company to its' highest potential. You can also be confident that you are fully prepared for your tax accountant come year end.
Like all small business owners, you are doing what you excel at which you expect in return nets a profit. Let me help you by analyzing your projects, strategies and budget so you know you are operating at your highest potential.
We understand that life and running your business can take up quite a bit of time. Sometimes, that day to day paperwork that needs to be entered falls behind or is entered incorrectly. That's ok, I am here to help you get your books straight so you can get back to business.