We perform a detailed assessment of your financial processes and systems in your office. This way, we fully understand your business processes, so we can create policies and procedures that best meets your needs.
We customize the training documentation to fit the infrastructure design and then use it to train the employee who is responsible for your day-to-day accounting functions.
Within the confines of your business processes we develop a systematic schedule of tasks to implement and execute monthly financial controls.
Outsource Accounting Functions (Weekly/Bi-weekly/Monthly) (These are the most common services. Additional services offered based on need.)
Accounts Payable:
Input payables, receipts, and miscellaneous transactions.
Manage payable (provide open payable reports) and produce checks.
Accounts Receivable:
Produce invoices (provide open receivable reports) and manage accounts receivable.
Monthly, Quarterly, Annual reporting of Payroll and Sales Taxes.
Prepare Financial Statements: Balance Sheet, Income Statement and more.
Work with tax advisor to prepare year-end federal and state tax returns and other required reporting, as needed.
Prepare W-2s and 1099s and year end financials.
Assist in the preparation of annual budget.
Tax Preparation We specialize in:
Individual & Business Tax Returns
Year-Round Accounting, Bookkeeping and Tax Planning Services
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