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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.
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.
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