Services
Bookkeeping and Accounting Services
- Bookkeeping: daily, weekly, monthly, and annual
- Bank reconciliations
- Accounts payable
- Accounts receivable
- Collection of accounts receivable
- Financial statements
- Cash-flow reports, as often as needed
- Budget reports: weekly, monthly, annual; budget vs. actual
- Form 1099-MISC (Miscellaneous) preparation at year-end
- Period-end close, including adjusting journal entries
- Clean Up and make sense of piles of receipts and documents
Tax, Accounting Software and Payroll Services
- Acting as liaison between you, your CPA or other tax preparers and auditors
- Tax help
- Payroll services using payroll through QuickBooks, or other third party providers
I am familiar with most accounting/bookkeeping software packages,
and specialize in:
- QuickBooks Desktop
- QuickBooks Online
I can work with any of them to create and maintain your books.
New Business Formation
I also offer new-business set-up services, including things you don’t want to hassle with:
- Establishing sales tax accounts, payroll tax accounts, workers’ compensation insurance, and professional liability insurance
- Filing with the Secretary of State: your Articles of Organization, periodic reports, and other necessary documents
- Obtaining an EIN (employer identification number) from the IRS