Bookkeeping

Back Work & Catch UP

Behind on your books? We get you back on track quickly and accurately. No matter how many months—or years—you are behind, our specialized catch-up and organizational services turn financial chaos into clean, tax-ready records. Historical Bookkeeping involves 1. Account Reconciliation: Our team matches bank, credit card, and loan statements, adding any missing accounts and information. 2. Data Organization: We categorize all past transactions accurately. 3. Receipt Management: We sort, digitize, and attach missing documentation. 4. Financial Correction: Our experts fix previous entry errors and duplicates.

Accounts Receivable

Our Accounts Receivable services are designed to fit the needs of each company. They can include creating and invoicing customers/clients, processing incoming payments, posting payments to accounts, verifying discrepancies and resolving client issues, and facilitate the collection of payments by sending bill reminders and contacting your clients.

Bookkeeping

Bookkeeping by definition is the activity of keeping records of the financial affairs of a business. We can help with that by keeping up to date all bank accounts and credit cards through reconciliation and organization of expenses. We also prepare the general ledger, so that we or your accountant can prepare your financial statements.

Assistance in the preparation and maintenance of financial statements to help manage your company and its expenses or to provide to your bank for financing opportunities.

Our business planning services can help you with setting up your business structure, making and implementing business strategies, and help design accounting policies and procedures to make your business a success.

Business Formation

Tax Strategies

We can set up your QuickBooks accounting software from the ground up to meet the needs of your business. There are a variety of methods and manners in setting up your QuickBooks, let us help you get started the right way and be available for future questions and consulting.

We offer payroll services whether you have one employee or hundreds.. We can take care of all the paperwork and tax filings to keep you compliant. We partner with reputable payroll companies to meet your business size and for all your payroll processing needs.

We can help your company develop budgets and forecasts to help with your business planning and expansions. We can help you review those reports to understand them and utilize them in your business decisions.

We prepare and file both Personal and Business tax returns, implementing more than just a “pump and dump” mentality. We want to get to know our clients and their businesses so that we can prepare a return that utilizes all tax strategies, deductions, and exemptions that are available for the benefit of individuals and businesses.