Client Services

We make your success our business!

 

Financial Services:

Invoicing and Accounts Receivable: We get you cash flow. We prepare your invoices and keep track of who pays and when

Bills and Accounts Payable: We keep your vendors paid and happy. We will record, track and pay all bills and communicate with vendors as necessary.

Balancing Accounts: We make sure you balance. We compare both bank and credit card accounts to your financial institutions balances and investigate and make changes as necessary.

Sales tax: Penalties are a killer! We will calculate and pay sales tax in a timely manner.

Payroll: We take the hassle out of paying your employees. We work with and communicate with your payroll service to ensure accurate payroll. We then record all paychecks.

Financial Statements: We keep you on track. We prepare and review with you financial statements such as Profit and Loss Statements and Balance Sheets on consistent intervals to keep you in the loop.

QuickBooks Services:

Create QuickBooks Files: We will take your business financial information and put in in QuickBooks. We will customize all accounts to assure they conform to all accounting standards but can be specific to your business.

QuickBooks Training: We want you to know what is going on! We will train you or your employees on how to correctly enter and maintain information in QuickBooks.

QuickBooks Projects: We will evaluate your QuickBooks file and trouble shoot issues you may have.

Delivery of Services:

We will help manage your financial chaos in any of the following frequency:

    Weekly Bi Weekly Monthly Quarterly Project based

Fee Structure:

We charge on either an hourly or project basis, customized for each client.