Special Offers
- The 1st Hour with a new client is free of charge
- Quarterly Service Discounts available
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Bookkeeping Services
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Quickbooks
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Quickbooks Setup and Design customized for your business
Quickbooks Remote Access
Training on Quickbooks products
Customize templates for invoices, statements, etc
Financial Analysis
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Evaluate products and services for profitability
Analyze systems and procedures to maximize efficiency and reduce costs
Prepare budgets as well as compare actual figures with projections
Make recommendations concerning the viability of new revenue streams
Reporting
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Prepare Profit-Loss Statements (i.e. income statements)
Prepare Balance Sheets (i.e. assets and liabilities)
Sales Tax Reports (monthly, quarterly, annually)
Payroll Reports (monthly, quarterly, annually) including Certified Payroll reports
Customized Daily, Weekly, Monthly Reports
Taxes
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Prepare monthly, quarterly or annual sales tax reports for cities, counties and states
Prepare monthly, quarterly and annual payroll taxes returns including 941, SUI, FUTA,
and other individual state reports
Prepare annual 1099 and W2 forms
Work with your CPA to prepare annual returns on the state and federal levels
Accounts Payable
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Enter bills, affiliate payments and invoices into the accounting system
Make payments using client accounts as authorized
Notify client of payment dates and amounts
Track bills and enter payments into the accounting system
Monitor expenses and recommend cost reduction strategies
Accounts Receivable
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Enter bills, affiliate payments and invoices into the accounting system.
Make payments using client accounts as authorized.
Notify client of payment dates and amounts.
Track bills and enter payments into the accounting system.
Monitor expenses and recommend cost reduction strategies.
Daily Tasks
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Download information from online sources such as banks and shopping carts
Enter data from client financial sources as well as categorize expenses and income
Balance checking, savings, merchant and credit card statements
Monitor accounts for fraud and uncharacteristic activity -
Management
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Human Resource Administration including maintenance of HR files,
employment contracts, drafting of employee manuals, and training seminars
Benefits administration including medical, retirement and insurance
Event planning
Business startup and design
Monitor compliance with client contracts
Review financial projections within business plans -
Technology
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Storage of Client Financial Data
Software Integration
Remote Software Access
Certified Quickbooks Pro Advisor
Quickbooks Software Installation and Training
Legal Software support including Hotdocs, Worldox, Practicemaster and Tabs III
17 years experience with computer support and Novell/Microsoft





