How I Can Serve You
Monthly Bookkeeping
Record and Categorize Transactions
Review Cash Position
Reconcile Bank Accounts
Prepare Financial Statements
Monthly Video Call to discuss Financials
A/P Management
Set up Process and Workflow for your Business
Receipt Management
Approval Workflow
Pay Bills Based on Process
Review and Advise on A/P Aging Report
A/R Management
Set up Process and Workflow for your Business
Invoice Clients based on Process
Set up Client Payment Reminders
Review and Advise on A/R Aging Report
Job Costing and WIP Reporting
WIP Reporting based on your Business
WIP Adjustments Monthly or Quarterly
Job Costing including Labor, Material, and Overhead Costs
Profit Maximization
Payroll
Review Payroll for each Employee or Contractor
Calculate Taxes and Withholdings
Set up Review Process
Process and Disburse Payments
Distribute Withholdings
Generate Reports
Clean Ups
Find and Clean Up Errors
Standard Bookkeeping
Review A/P and A/R
Review Payroll
Review Tax Filings
Clean Up Chart Of Accounts
Clean Up Vendors/Customers
Other Clean Up items needed
Other Services Offered
Budgeting and Forecasting
Custom Reports
Consulting
QBO Set Up
Software Set Up
Inventory Management