Customer Invoicing & Accounts Receivable

Coding, posting of cash receipts & sales, invoicing, statements, reconciling, reporting, light collections by phone and mail as needed and maintaining customer master files.

Expense & Accounts Payable Management

Coding, posting, bill pay with explicit approval, reconciling, reporting, year-end 1099’s and maintaining vendor master files. With QuickBooks we can streamline the data entry of banking and credit card transactions making it easier than ever to reconcile your accounts.

Financial Reporting, Budgeting & Analysis

Reviewing data to help your business make financially sound decisions through cash forecasting and analysis.

Payroll Processing

Processing payroll with direct deposit through QuickBooks Online or QuickBooks Desktop. Entering payroll to the general ledger and organizing and paying all necessary federal and state tax payments. Year-End W2s and 1099 processing.

QuickBooks Setup

New company initial set-up of your accounting data file using QuickBooks desktop version or QuickBooks Online.

From the Blog

  • The Importance of Obtaining Tax Documents Before Engagements Start - A 1099 form is a way for third-party contractors to account for their yearly earnings for their own tax purposes. If you own a small business, you know that tax time equals crunch time. Although you have until April 15th to prepare your own taxes, you may be required to prepare certain tax-related documents much… Read More
  • Micromanaging Your Team is Costing You More Than You Think - It's never too late to implement better work habits. A great place to start is by cultivating a culture of collaboration. If you've worked hard to build a great business, and it's ready for that to expand, it can be easy to have the urge to micromanage your team in response to how much more… Read More

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