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Our Small Business Services
Consultation & Training
- QuickBooks Online Simple Start, Essentials, Plus, Advanced, Self-Employed & Payroll
- QuickBooks Desktop Pro, Premier, & Payroll
Accounting & Bookkeeping
- New Company Set-up: Set up new company file, establish chart of accounts, establish product/service and customer/vendor lists, establish class and location tracking and inventory, connect banking, payroll, POS, and other integrated apps and online services
- Migration: Prepare existing company data for migration to QuickBooks, import lists, balances and transactions, connect banking, payroll, POS, and other integrated apps and online services
- Bookkeeping: Management of daily, weekly, and monthly transactions, journal entries, and account reconciliations for accurate reporting and compliance with Generally Accepted Accounting Principles
- Payroll: Management of payroll processing, federal and state payroll tax collection, remittance and filings
- Sales Tax: Management of state and local sales tax collection, remittance and filings
- Financial Statements: Preparation of weekly, monthly, and annual financial statements for tax reporting and supporting management planning and operations
- Reports: Preparation of customized daily, weekly, and monthly reports, budgets and forecasts to track KPI's and support management planning and operations
- Accounts Receivable: Management of accounts receivable, invoice tracking and collection
- Accounts Payable: Management of accounts payable, bill tracking and payment
- Book Clean-up: Review and update existing company data for accuracy and compliance with Generally Accepted Accounting Principles, correct missing, duplicate and misclassified transactions and erroneous balances, inspect and repair data file damage
Tax Preparation
- Individual: 1040, independent contractor, sole-proprietor, single-member LLC's
- Business: Partnership, S-Corp
Businesses and Industries Served
- Hotels, Restaurants, Bars, Coffee Shops, Concessions
- Retail Stores
- General Contractors
- Service-based Businesses
- Self-Employed
- Gig Workers
- Sole-proprietors, single-member LLC's
- Partnerships
- S-Corps