SERVICES

Payroll
  • Payroll set up (new system implementation, employee set up, etc.)

  • New hire paperwork & requirements

  • Payroll processing (weekly, monthly, bi-monthly, as desired)

  • Payroll tax filing

Budgeting

•    Budget preparation / projections
•    Budget maintenance & reporting
•    Budget vs Actual 

•    Cashflow management

Organizing Your Business

•    Redesign / create efficiencies in current financial/business

      procedures
•    Untangle & organize your current system as needed
•    Create/Organize/Maintain proper document retention systems
•    Manage source documents
 

Business Development

•    Business Plan development
•    Set up bookkeeping & accounting systems for new companies
•    Design & implement new processes
•    New business departmental set up
•    Policy & Procedures Development
•    Contract Design (in alliance with legal counsel)

Additional Bookkeeping Services
  • Liason w/CPA during the year and at tax time

  • File cleanup

  • Audit preparation

  • Tax document preparation for submittal to CPA

  • Training

    • I will train you and your staff to maintain the books​

    • I will train you and your staff to use your preferred financial software

Full Charge Bookkeeping
  • Data entry & review

  • Accounts Receivable & Accounts Payable processing & reporting

  • Bill Pay

  • Invoicing

  • Bank and credit card reconciliation

  • Income & expense tracking

  • Profit & Loss, Balance Sheet, etc., report generation for CPA/CFO/Management review

  • Sales tax reporting & filing

  • Vendor maintenance (W-9, 1099)

Human Resources

•    Job descriptions
•    Placement of job ads for recruitment
•    Resume submission review
•    Interview potential employees
•    Employee Manual development (for final review by legal counsel)