Services provided include all of the following:

 

Bookkeeping Services

 

Tax Services

 

QuickBooks Support

Bookkeeping Services

Bookkeeping services are performed on a monthly or annual basis and can range depending on the size and nature of your business. As a trusted QuickBooks ProAdvisor, I specialize in small businesses that use QuickBooks Online or QuickBooks Desktop as their accounting software. Services provided are based on the volume of the work and can include any of the following based on your needs and preferences.

  • Account reconciliations (bank account reconciliations, accounts receivable reconcilation, accounts payable reconcilation)

  • Financial statements (balance sheet, income statement, statement of cash flows)

  • Accounts receivable (monthly billing/invoicing of customers)

  • Accounts payable (payments to vendors)

  • Payroll processing (through third-party providers)

  • Period closing (monthly and year-end closing)

Tax Services

Tax services are provided on an annual basis and include preparation and filings of all tax forms listed below.

  • Individual taxpayers, Form 1040 (additional schedules as needed)
  • Sole proprietorship and single member LLC's, Form 1040 (schedule C)
  • Partnerships and multi-member LLC's, Form 1065
  • C Corporations, Form 1120
  • S Corporations, Form 1120-S
  • Tax-exempt organizations, Form 990

QuickBooks Support

 

As a trusted QuickBooks ProAdvisor, I can help small business owners learn the ins and outs of the accounting software. Services provided include setting up a new company file, cleaning-up a current company file, or training individual employees how to use the software.