Bank and Credit Card Reconciliation

Accounts Payable (Bill Processing & Vendor Payments)

Accounts Receivable (Invoicing & Customer Payments)

Chart of Accounts Setup & Management

Monthly Financial Statement Preparation
(Profit & Loss, Balance Sheet, Cash Flow)

Sales Tax Tracking & Filing

Month and Year-End Closing Assistance

Payroll Processing (via Gusto, QuickBooks Payroll, etc.)

Payroll Tax Filings (Federal, State)

Contractor Payments & 1099 Filing

W-2 and 1099 Preparation

Catch-Up Bookkeeping

QuickBooks Setup & Cleanup

Migration to Cloud Accounting

Nonprofit Fund Accounting (if applicable)

Inventory Tracking Support

Grant & Donation Tracking (for nonprofits)

Our Services