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Financial Support

Accurately Balanced Books And Well-Kept Records

General Ledger Management

Accounts Payable

Coding, Posting, Billpay, Reconciling, Reporting
Year end 1099’s
Maintaining Vendor Master Files

Accounts Receivable

Need to get paid faster? Let us accurately prepare and timely send invoices and statements to your clients. We will maintain your customer master files and code, reconcile and report….. Tired of keeping up with cash receipts in a shoebox? We can sort, post, and categorize all transactions.

Financial Reporting

Balance Accounts
Income Profit/Loss
Cash Flow
Expenses
Net Worth Reporting
Adjusting Entries
Reconciling and Reporting

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Payroll Management

Payroll can be time consuming and complicated. Let us simplify the process and let you concentrate on other aspects of your business. We can assist with wages, payroll tax and garnishment services if needed.

Preparation For Tax Season

Don’t stress yourself out trying to get your tax information together. Let us do it for you. We can directly communicate with your accountant to coordinate needed documents. We will ensure that you have accurate information for your return.

Accounting Systems

Set Up and Training

Initial set up of QuickBooks or other accounting software 
Set up of Chart Accounts and Customization of Templates

New Business Start-Up

Starting a new business has a lot of moving parts. You want to make sure you are aligning yourself with a support system that is working with you and your goals. We will help you obtain the proper licenses and apply for an EIN or Tax ID number. We can also help you determine a budget that fits your business model.

All Packages Include:

Unlimited Correspondence and Montly Strategy Sessions

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