Services

Accounting

  • Bank Reconciliations
  • Data Review
  • Financial Statement Reporting

Administration

  • Policies and Procedures
  • Internal Controls

Budgeting

Inventory

  • Onsite Inventory Assistance

New Business

  • Articles of Incorporation
  • Employer Identification Number
  • Small Business Elections
  • Non-Profits
  • Monthly/Quarterly Accounting
  • Financial Statements, including supporting schedules for revenues and expenses
  • Annual State Reporting

Payroll

  • Processing (weekly, bi-weekly, monthly, etc..)
  • Payroll Tax Deposits
  • Payroll Tax Reporting (940,941, RT-6)
  • Job Cost Allocations

QuickBooks

  • Implementation
    • Install software
    • Set-up (chart of accounts, AR & AP, inventory, lists, payroll, sales tax, etc…)
    • Customize templates for invoices, statements, estimates, POs, etc…
    • Enter and verify data for accuracy
  • Maintenance
    • Periodic reviews and oversight of accounting staff and/or practices
  • Training
    • Customized training plans

Sales Tax

  • Reporting

Technology and Software Consulting

  • Evaluate the client’s needs and recommend the appropriate software and/or applications
  • Review add-ons for efficiency and accuracy

Workers Comp

  • Reporting for audit purposes