SERVICES
Payroll
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Payroll set up (new system implementation, employee set up, etc.)
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New hire paperwork & requirements
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Payroll processing (weekly, monthly, bi-monthly, as desired)
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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
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Liason w/CPA during the year and at tax time
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File cleanup
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Audit preparation
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Tax document preparation for submittal to CPA
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Training
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I will train you and your staff to maintain the books
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I will train you and your staff to use your preferred financial software
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Full Charge Bookkeeping
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Data entry & review
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Accounts Receivable & Accounts Payable processing & reporting
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Bill Pay
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Invoicing
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Bank and credit card reconciliation
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Income & expense tracking
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Profit & Loss, Balance Sheet, etc., report generation for CPA/CFO/Management review
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Sales tax reporting & filing
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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)