Basic Bookkeeping Package:

• Monthly reconciliation of bank statements

• Categorization of income and expenses

• Preparation of financial statements (Profit and Loss, Balance Sheet)

Advanced Bookkeeping Package:

• Includes all services in the Basic Package

• Management of accounts payable and receivable

• Tracking and management of business assets

Payroll Services:

• Calculation of employee salaries and deductions

• Timely and accurate payroll processing

• Compliance with tax regulations related to payroll

Assistance in Tax Preparation:

• Preparation of annual business tax return reports

• Assistance with tax planning to optimize liabilities

Financial Analysis and Reporting:

• In-depth financial analysis for strategic decision-making

• Customized financial reports based on business needs

• Budgeting and forecasting to support future planning

Catch-Up Bookkeeping Services:

• Cleanup and organization of past financial records

• Reconstruction of financial statements for accuracy

QuickBooks Setup and Training:

• Setup and customization of QuickBooks accounting software

• Training sessions for business owners and staff

• Ongoing support for QuickBooks-related inquiries

Compliance and Regulatory Services:

• Ensuring compliance with accounting standards

• Adherence to local and federal financial regulations

• Assistance with audits and examinations

Free Discovery Call:

• One-on-one consultation to understand business financial needs

• Tailored recommendations for improving financial processes

• Q&A session for addressing specific concerns