Core Services
Recordkeeping & Reconciliation
Recording and categorizing transactions with monthly bank and credit card reconciliations.
Financial Reporting & Ongoing Oversight
Preparation of monthly financial statements and account maintenance
Accountant & Client Communication
Ongoing communication and coordination with all relevant parties at no additional cost.
Additional Services
Trail Clearing
A one time initial book clean up and reorganization.
Client Invoicing
Preparing and sending accurate invoices.
Payroll Processing
Prompt and accurate payroll processing.
Workers Compensation
Dependent on state.
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Filing of workers compensation insurance.
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Vendor Payments
Managing and scheduling bill payments.
State Sales Tax Filing
Tracking and filing taxable sales in accordance with your state.