Started a new company and want to keep on top of it?
Concerned about financing and possible investors needing Profit and Loss information?
Need to Start Payroll or Just Find a More Cost Effective Route?
If so, I am here to help! Below is just a short list of services we provide. If you do not see what you're looking for, please do not hesitate to ask.
*Most services are offered/continued remotely
- New QuickBooks Online or Desktop setup
- QuickBooks Online and Desktop Training
- Bank and Credit Transaction Entry and Reconciliation
- Asset and Short/Long term Liability tracking
- Clean up and/or get the books current
- Bookkeeping to prepare for taxes
- Financial Reporting for Loans/Investors, Court Documentation, Sale of Business
- Balance Sheets
- Income Statement (Profit and Loss)
- Statement of Cash Flows
- Accounts Payable Services:
- Bill data entry with or without PO tracking.
- Payment (through QuickBooks or other third party service such as Bill.com)
- Aging Reports and Planning
- 1099s
- Sales Tax Reporting
- Payroll Services:
- New Employee Reporting (CA DE_34)
- Eligibility to Work in the US Verification
- Payroll processing
- Tax payments and Quarterly/Annual Reporting
- W-2s
- Garnishments
- Benefits: set up / tracking
PLUS
- Office Organization
- Create work space beneficial to productivity
- Create minor processes and procedures for clerical/admin staff
- Create/maintain filing systems (paper and/or electronic)
- In Office Support (including home offices)
- Data entry, mailing lists, print and mail projects & more!