Financial Management Packages
Month-End Bookkeeping
(Investment starting as low as $150 a month)
Monthly accounting of all business expenses
Monthly accounting of sales and deposits
Monthly bank reconciliation of business bank accounts
Monthly financial reports: Income Statement, Balance Sheet, trial balance,
and general ledger
Quarterly Bookkeeping
(Investment starting as low as $400 a quarter)
Quarterly accounting of all business expenses
Quarterly accounting of sales and deposits
Quarterly bank reconciliation of Monthly bank statements
Quarterly financial reports: Income statement, balance sheet, trial balance,
and general ledger
Yearly (Catch-Up) Bookkeeping
(Investment starting as low as $1,000 a year)
Accounting of all business expenses for entire year
Accounting of sales and deposits for entire year
Bank reconciliation of business bank accounts for entire year
Year-end financial reports: Income statement, balance sheet, trial balance,
and general ledger
Full Charge Bookkeeping
(Investment starting as low as $200 a month)
Accounts Payable
Accounts Receivable
Financial Reporting
General Accounting
Payroll
(Investment starting as low as $200 a month)
Process time sheets
Payroll processing & reconciliation
Prepare employee earning statements
Prepare and file all Federal, State, and local payroll taxes
Complete year end W-2 forms
QuickBooks Set-up & clean-up
(Investment starting as low as $200)
Install QuickBooks Desktop/ registering you into your new QuickBooks Online program
Create your chart of accounts Import your data
Add your bank information
Create payee/payer information
***we are QuickBooks ProAdvisors and also offer individual and employee QuickBooks training***
Office Management
(Investment starting as low as $500)
Oversee personnel
Order general supplies
Ensure that systems operate cohesively
Maintain office records
Recruitment and training
On-line document management
***Services are performed on-site and remotely***