Core Bookkeeping Services
- Recording daily financial transactions
- Maintaining general ledger
- Bank and credit card reconciliations
- Accounts payable (vendor bills & payments)
- Accounts receivable (invoices & collections)
- Expense tracking & categorization
Financial Reporting
- Balance sheets
- Income statements (profit & loss)
- Cash flow statements
- Customized financial reports
- Monthly, quarterly, and annual reports
Tax Support
- Preparation of tax-ready financials
- Sales tax tracking and reporting
- Assistance with 1099/contractor forms
- Coordination with CPA/tax preparer
Payroll & HR Support
- Payroll processing
- Employee expense reimbursements
- Tracking employee hours and benefits
- Filing payroll taxes
- Employee records management
Software & Technology
- Setup and management of accounting software (QuickBooks)
- Cloud bookkeeping setup and training
- System integrations (POS systems, payment processors, CRMs, etc.)
Advisory & Support
- Cash flow management
- Forecasting & financial planning support
- Audit preparation assistance
- Business performance insights