Your business has a unique way of operating.
Accounting & Bookkeeping Services
Cleanups
For clients whose books need "catching up"
To start: last tax return filed, a balance sheet, and account statements through the current period.
Customized packages available
Payroll/Billing
Quickbooks payroll implementation and processing or incorporation of outside payroll service's invoices/fees. Monthly, quarterly, annual deposits and filing of payroll tax returns.
Billing - invoicing through Quickbooks or other software programs as needed.
Training
Basic Quickbooks or Peachtree software training, as well as basic bookkeeping for in-house bookkeepers/clerks.
General Ledger
review of GL on a regular basis to ensure all transactions are posted and categorized correctly.
Sales Tax
monthly, quarterly, occasional, or annual sales tax processing and filing for any states, parishes, counties, or cities needed.
Remote Services
Zoom ability for training; remote/email ability for bookkeeping through Quickbooks online or remote access at client's office.
Financial
Statements
Balance Sheet and Profit and Loss (Income Statement) generation on a monthly/quarterly/annual basis as needed.
Bank
Reconciliations
reconciliation of all accounts including: bank account, credit cards, loans, trust accounts, investment accounts, trust accounts.
Custom
File Setups
help with implementation for a company startup on Quickbooks, Peachtree, or other accounting software system.