Services

This is a sampling of the services we can provide. If you have a need you don’t see listed, ask us! There isn’t space to list everything we can do.

•Data entry of transactions-sales, purchases, expenditures, receipts, bills, invoices, payments, etc.

•Reconciliation of all accounts to bank statement.

•Review monthly transactions for correctness and correct or reclassify any errors.

•Clean up old data, including journal entries to correct for tax return adjustments made by your accountant/tax preparer.

•Clean up the chart of accounts, item list, job list, customer and vendor lists, and categories.

•Set up new company files for a new business or to start over with a clean file.

•Convert and migrate company files when changing to new accounting software.

•Set up and customize job-cost reporting.

•Provide standard financial reports and any specialized or customized reports you need.

•Training in how to set up and use your chosen accounting software, whether it be QuickBooks for Windows, QuickBooks for Mac, AccountEdge, Xero, Sage, Wave, or QuickBooks Online, etc.

 

•Provide better payroll services than you may be receiving now from one of the big companies, but at a much better value.

•Varied payroll options from full-service payroll to self-service with our expert and personal support and advice.

•Davis-Bacon and/or other certified payroll reporting for contractors.

•Guaranteed-timely tax deposits and filings.

•No hidden fees. All direct deposits, new-hire reporting, W-2s, and delivery are included in our flat rate.

 

•Help you choose and set up your computer, network, server, and other hardware.

•Add new access to the financial software for yourself and additional employees, when and where they need it.

•Set up secure remote access to your computer/network.

•Help you devise and implement a reliable back-up plan for all your critical data to prevent loss and minimize down time.