SERVICES
As an outsourced accounting solution for small businesses, we take the entire accounting burden off the owner's shoulders. This begins with establishing a solid financial foundation, as accurate and timely bookkeeping is crucial for generating actionable financial insights and serves as the basis for tax filings. Mistakes in the records can lead to costly consequences, such as poor decision-making due to inaccurate data and overpayment of taxes.
We prefer QuickBooks Online as our accounting platform and Gusto for payroll processing because they are industry leaders and capable of meeting nearly all small business accounting and payroll needs. They offer integration with various applications that enhance efficiency, increase accuracy, and significantly save time and money.
Monthly Bookkeeping Service
- Record all income and expenses
- Categorize transactions accurately
- Reconcile bank and credit card accounts
- Track accounts receivable (invoices) and accounts payable (bills)
- Maintain accurate and up-to-date financial records
- Provide monthly financial reports (Profit & Loss, Balance Sheet, etc.)
- Monitor cash flow and spending trends
- Organize receipts and supporting documents
- Answer bookkeeping and recordkeeping questions as they come up
- Keep your books tax-ready year-round
Catch Up Service
- Organize past months or years of financial data
- Enter and categorize all missing transactions
- Reconcile all accounts to the correct balances
- Organize receipts and supporting records for past periods
- Produce accurate historical financial reports
- Prepare books for tax filing, audits, or loan applications
- Set up systems to prevent falling behind again
- Provide recommendations for ongoing financial organization
- Offer a judgment-free, efficient process to get you current
Payroll Processing
- Accurate payroll processing for employees and contractors
- Direct deposit setup and management
- Calculation and withholding of federal, state, and local taxes
- Quarterly and year-end payroll tax filings (W-2s and 1099s)
- Compliance monitoring so you never miss a deadline
- Easy reporting for you and your team
