Accounting Services

Complement your business tax services with bookkeeping, reconciliation, payroll, & state filings.

Core Bookkeeping

  • Monthly bookkeeping & transaction categorization

  • Bank & credit card reconciliation

  • Chart of accounts optimization

  • Accounts payable & receivable

  • Catch-up / cleanup bookkeeping

  • QuickBooks Online setup

  • Quickbooks Training

  • Fractional CFO services

  • Reasonable compensation studies

Financial Reporting

  • Budgeting

  • Job costing / project profitability

  • Profit & loss statements

  • Balance sheets

  • Cash flow statements & planning

  • Custom management reports

Payroll & State Tax

  • Payroll processing (officers, employees & contractors)

  • Multi-state quarterly payroll tax deposits & filings

  • W-2 & 1099 preparation

  • New hire reporting

  • Multi-state sales tax filing

  • City B&O filing

  • Nexus / sales tax studies

  • Key performance indicators

  • Expansion and equipment analysis

CFO Services

  • Business formation

  • Financial forecasting

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