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Organized. Compliant. Better than before.

Fresh Start Up:

  • ​QBO Set Up

  • Chart of Account Set Up

  • Software review and training basics

Payroll

  • Set up with provider

  • Accounting software mapping

  • Processing of payroll through provider

Clean Ups and Renovations:

 

  • ​Update, code, and Reconcile  prior years or current to get books up to date and accurate

  • Confirm and Reconcile Books to last tax return filed

Financial planning and analysis:

  • Review and advise on client kept books or books kept by me

  • Cash flow management

  • Weekly/monthly/quarterly meetings to review financials and discuss

Monthly Bookkeeping:

  • Data entry

  • Bank reconciliations

  • Weekly/monthly/quarterly updates

  • Issue financial statements

  • Accounts Receivable

  • Accounts Payable

  • Job Costing

  • Journal Entries

1099 Tracking and Prep:

  • Track vendors 

  • Gather W-9 Forms

  • Process 1099s at Year End

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