
OUR SERVICES
Initial Setup/Organization
Get your books in order and never worry again
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Working with you to choose the most appropriate accounting method
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Establishing if you should be Calendar Year or Fiscal Year
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Establishing or reconfiguring a chart of accounts
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Categorizing past transactions
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Bringing account reconciliations up to date
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Providing financial statements for previous accounting periods

Bookkeeping Services
what you do best, we'll take care of the rest

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Recording transactions
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Reconciling accounts to bank statements
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Paying bills
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Tracking expenses
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Invoicing customers
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Tracking sales
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Tracking inventory
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Preparation of financial statements
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Closing the books monthly
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Issuing 1099s to appropriate contractors
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Working directly with your tax advisor to provide appropriate information
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Providing business financial insights
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Providing ongoing communication to help you understand your financial statements
Small Business Income & ExpensesInitial Setup/Organization
Get your small business ready for tax season
Once you have provided all the necessary information, we will communicate with you to determine which of your transactions are business-related. Related business transactions will be categorized to Tax Form Schedule C accounts and used to develop a Profit and Loss Statement. Profit and Loss Statement will then be provided to you or directly to your Tax Advisor for filling purposes.
