Accounting/Bookkeeping Services
Every business has unique accounting or bookkeeping needs, from transaction recording and reconciliation to payroll, sales tax, or quarterly filings. We offer customizable services at a flat monthly fee based on your requirements. As your business evolves, we also provide input and planning to keep your financial systems aligned with your goals.
Here is a sample of the type of accounting or bookkeeping services we offer:
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Classifying bank and/or credit account transactions from financial or bank downloaded transactions.
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Reconciling bank and credit card accounts and reviewing other balance sheet accounts for accuracy.
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Payroll services through third-party payroll service providers, including QuickBooks Payroll, ADP, Patriot, Gusto, and other services.
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Filing state sales tax and/or quarterly IRS and state estimated tax filings.
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Reviewing vendors for proper 1099-MISC or 1099-NEC reporting.
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Reviewing balance sheet and profit and loss statements accounts for accuracy and proper classification.
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Providing write-up services including financial statements, financial and other analytics, and more!
Our accounting/bookkeeping services competitively priced based on your specific needs and billed monthly.
Payroll Services
We partner with various payroll service providers to offer you self-service and full-service payroll options at a price that meets your needs and budget. Whether you want full control over your payroll or prefer full-service payroll, we have a payroll solution for you! We will also work on your behalf with your choice of payroll service provider from on-boarding to year-end filing and we'll assist you in resolving issues should they arise. If your business is just starting payroll, we'll help you get set up with IRS and state tax agencies, worker's compensation, etc. We will also prepare, review, and reconcile all payroll entries in your accounting software each month. As each business' needs are difference, we will work with you on choosing the right payroll service to meet your needs and budget.
Sales Tax Services
Complying with state and local sales tax regulations has become increasingly important and complex. As rules can differ, not only between states but also among municipalities, sales tax compliance may pose challenges, even for small businesses with a single location. Understanding and fulfilling sales tax obligations involves calculating use taxes where applicable and filing returns accurately and on time. It is also necessary to assess whether operational changes could affect a business's sales tax liability.
Sales and use taxes represent a major revenue source for states, counties, and cities, and government agencies seek to optimize collections. Partnering with an experienced sales tax professional can help ensure that tax payments are accurate.
Call us today for a free consultation!