Bookkeeping

As a small business owner, you should be spending your valuable time running & growing your business; not buried in a sea of paperwork. We can customize a package of services to best suit your needs and budget. No business is too small or too large…we have a solution that’ll help ease your frustration with the accounting process.

[2023 Hourly Rate: $65/hr]

Financial Statement Preparation

Income Statement, a.k.a. Profit & Loss Statement, is a detailed list of all your revenue and expenses, which is very importent for determining & managing your income tax burden. It also allows you to accurately compare which products & services are generating more sales. In addition, you’re able to determine which expense items appear reasonable or not.

General Ledger Maintenance

The general ledger is the foundation of your financial system. Since every transaction effects the general ledger, a problem with a single entry can throw off your entire system. We can review your general ledger each month to root out any ledger errors, such as double billing, mis-applied customer payments, expense check coded to the wrong account, and much more. In addition, we’ll reconcile the bank statements to your general ledger. A bank reconciliation is extremely important for identifying lost checks/deposits, identifying bank errors (yes, they do exist), and properly managing your cash position.

Accounts Payable & Receivables

We can also help you with paying bills and preparing customer invoices & statements. Typically, you’ll collect & approve vendor invoices. We enter into QuickBooks, print the checks, and return to you to sign & mail. Conversely, on the revenue side, we can prepare & mail customer invoices based on your direction. On a monthly basis, we can calculate finance charges & mail customer statements.

QuickBooks Setup & Training

As a QuickBooks ProAdvisor, we can determine which version of QuickBooks is best for your business needs (yes, there are many versions of QuickBooks). We’ll setup your company file, so all you have to do is open it & you’re ready to start using it. Of course, we offer as many training session as you need to become familiar with how to use QuickBooks. Then, on a regular basis, we’ll review your company file to make sure all entries are properly recorded.

If you have any questions about our services, please contact us. We look forward to developing a long, working relationship with you.

SERVICES

BOOKKEEPING

Full-service bookkeeping services for all types of businesses, from construction to doctors and everyone in between. With clients all across the country, we utilize the latest technology to best serve our clients.

PAYROLL

Full-service payroll processing, including direct deposit. We track all withholdings, prepare quarterly tax returns, and annual W-2s/W-3. With decades of experience, there’s no business too big or too small.

WEB DESIGN

We’ve built over 200 websites over the past 16 years. Our expertise includes: WordPress, custom code, search engine optimization, social media marketing, Emails, SSL’s, and so on. Everything you need for a great website.

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Certified QuickBooks ProAdvisor

As a ProAdvisor, we offer company file setup, review, maintenance, and training. We are certified in on 3 versions of Quickbooks: Desktop, Online, and Enterprise. Quickbooks is a powerful financial software package; able to track income, expenses, payroll, purchase orders, and inventory. In addition, there are numerous 3rd party add-on software apps that make Quickbooks even more powerful.