Essential bookkeeping for small businesses with up to 50 transactions per month. Includes transaction recording, reconciliations, and basic financial reports.
Ideal for small to mid-sized businesses with 50–150 transactions per month. Includes transaction recording, reconciliations, basic financial reports, custom reports, AP/AR tracking, sales tax administration, and monthly consultation.
For businesses with 150+ transactions or complex needs. Includes transaction recording, reconciliations, financial reports, custom reports, AP/AR tracking, sales tax administration, budgeting, cash flow management, payroll support, and monthly financial strategy consultation.
For tasks outside of packages.
Collect and process payroll data, manage employee changes, and ensure accurate, timely payroll using QuickBooks or your preferred system.
Create a custom employee handbook, reviewed by an attorney for compliance.
Ensure compliance with payroll tax ID registration for federal, state, and local regulations.
Handle onboarding, including documentation and payroll integration.
Coordinate with brokers to develop tailored employee benefits solutions.
Manage bill payments and customer invoicing for accurate cash flow.
Provide tailored financial reports with key insights to support strategic decisions and drive business growth.
Develop budgets and forecasts to support financial planning. Also track performance of departments against goals.
Optimize cash inflows and outflows for healthy liquidity.
Ensure compliance by calculating, tracking, and filing sales and use taxes accurately.
Prepare and file 1099 forms for contractors to ensure tax compliance.
Develop customized standard operating procedures to ensure consistency and compliance.
Track inventory and integrate QuickBooks for accurate records.
Comprehensive Chart of Accounts setup covering essential financial categories, with optional add-ons such as advanced classifications, sub-accounts, and tailored industry-specific requirements.
Analyze costs and revenue to improve profitability.
EIN setup or updates for ownership, entity, or address changes, ensuring IRS compliance, accurate filing, and saving you time.
Manage tax ID registrations for federal, state, and local needs, including sales & use tax, franchise tax, excise tax, licensing, and industry-specific IDs.
Electronically organize and maintain secure financial documents for audit readiness.
Setup and configuration of digital tools like DocuSign, Google Workspace, and other electronic services to streamline workflows. Ensures secure integration and efficient document management for your business.
Improve financial clarity with custom categorization of accounts tailored to your business needs. We ensure organized and compliant QuickBooks records.
Manage and track company-owned property and assets assigned to employees, including inventory, usage, maintenance, and compliance with company policies.
Manage ACH transactions and wire transfers, ensuring accuracy and security.
Streamline communication with your CPA for reporting and compliance.
Work on strategies to enhance financial performance with monthly planning session. description about this item
Assess financial health and recommend strategies for sustainability.
Create detailed amortization schedules for loan repayment tracking.
Calculate and track asset depreciation for compliant reporting.
Analyze project-specific costs for better financial decisions.
Evaluate multiple locations’ financial performance for growth insights.
Review and enhance financial processes to improve efficiency and accuracy. ut this item.
Finalize year-end financials with reconciliations, adjustments, and report preparation.
Advanced year-end services with detailed analysis, report preparation, and CPA coordination.
Set up accounting software for streamlined financial management.
Set up payroll software for efficient onboarding, tax compliance, and integration.
Integrate and configure Point of Sale systems with accounting synchronization.
Implement eCommerce platforms like Shopify with financial integrations.
Design and develop a professional website tailored to your business needs.