Services
Strategic Accounting
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Strategic Bookkeeping & Accounting
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Bank & Credit Card Reconcilation
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Invoice Creation & Accounts Receivable
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Vendor Invoice Management & Accounts Payable
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1099 Tracking and Submission
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Custom Chart of Account creation to reflect your unique business
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Integration of outside softwares for expenses & time tracking into your accounting system (Expensify, Concur, Harvest, Spring Ahead)
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Tax Prep and coordination with Tax Provider
Multi-State Payroll
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Instruction of weekly, bimonthly, or monthly payroll
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Application for Employer Payroll IDs when employees join in new states
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Coordination of payroll taxes with local tax offices
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Quarterly review of payroll tax reports
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Compliance with new state tax forms for employees
Business Consulting
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Setup and dissolutions of business in different states
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Maintenance of state reporting requirements (franchise tax, property tax, business reports)
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Applications for preferred state vendors
Financial Reporting & Budgeting
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Budgets (annual, quarterly, monthly, weekly)
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Budget to Actual Variance Reports
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Cash Flow Reporting
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Financial Reporting and Review Meetings to ensure all stakeholders understand the financial health of the business