Services

BOOKKEEPING & PAYROLL SERVICES

As an outsourced bookkeeping solution for small businesses, we pride ourselves in taking the bookkeeping function completely off an owner’s plate. That process starts with a foundation of sound financials. It is essential that bookkeeping is performed accurately and in a timely fashion as it is the driver for actionable financial information as well as the basis of tax filings. Errors in the books can be very costly, from poor decision making based on faulty data to overpaying taxes. Therein lies the benefit of having a bookkeeper handle your bookkeeping and taxes!

QuickBooks Online is our accounting platform of choice as it is the clear cut industry leader and is robust enough to handle 100% of the accounting needs of virtually all small businesses. It allows for integration with a multitude of apps (e.g., time tracking, expense reporting, online bill pay, etc.) that provide for a more efficient accounting system, which increases accuracy and saves a tremendous amount of time and money. We do, however, work with clients using QuickBooks Desktop as well, as it is sometimes a better fit for businesses requiring certain specific features. We are advanced certified QuickBooks ProAdvisors in both the online and desktop versions.

Our Comprehensive Bookkeeping Services:

• Transaction Management: Accurate recording and categorization of all income and expenses.

• Accounts Receivable & Payable: Streamlined invoicing, diligent collections, and efficient bill payment management.

• Payroll Processing: Accurate and timely payroll, including tax filings and compliance.

• Bank & Credit Card Reconciliation: Ensuring all financial accounts are balanced and accurate.

• Financial Reporting & Analysis: Providing essential reports (Profit & Loss, Balance Sheet, Cash Flow) to track performance and inform strategy.

• Expense Tracking & Management: Maximizing deductions and optimizing spending.

• Tax Preparation Support: Collaborating with your CPA to ensure a smooth and efficient tax filing process.

• Software Integration & Setup: Assistance with setting up and integrating popular accounting software, such as QuickBooks Online

TAX SERVICES

The primary benefit of having a bookkeeper handle both your bookkeeping and taxes is that you can be assured that you are taking advantage of every deduction and credit that you are entitled to. We have the experience to minimize your tax liability while planning for the future.

Our tax services include:

• Business tax preparation (Sole Proprietorship, Partnership/LLC, S-Corp, and C-Corp)

• Individual tax preparation

Why Choose Our Bookkeeping Services?

• Expertise You Can Trust: Our team of experienced bookkeepers is dedicated to accuracy and efficiency, ensuring your financial records are always in order.

• Time-Saving Solutions: Delegate your financial tasks to us and free up valuable time to focus on strategic initiatives, customer relationships, and business growth.

• Financial Clarity & Control: Gain a clear, real-time understanding of your business's financial health with detailed reports and analysis. Make data-driven decisions with confidence.

• Stress-Free Tax Season: With meticulously organized records and proactive planning, we ensure you're always prepared for tax season, minimizing stress and maximizing compliance.

• Customized for Your Business: We understand that every business is unique. Our services are tailored to meet your specific needs, whether you're a startup, a growing small business, or an established enterprise.