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BOOKKEEPING & PAYROLL

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Ongoing Bookkeeping

Are you drowning in a pile of receipts? Find yourself struggling to categorize your expenses & miss out on tax deductions? Do you lack the time or interest to learn QuickBooks?  Let us use our specialized skills to work and take bookkeeping off your hands!

  • Record all financial transactions each month so you don’t have to worry about bookkeeping
  • Reconcile all your bank accounts monthly so you can be sure the numbers are accurate
  • Prepare accurate, timely monthly reports so you can understand the numbers and gain actionable insights
  • Prepare all documentation your accountant will need at tax time
  • Ongoing Weekly, Bi-Weekly, Monthly, or Quarterly Bookkeeping

Clean-Up and/or Catch-Up

Falling behind on categorizing expenses? Need to get caught up from years past? Not even sure your books are accurate? We enjoy finding solutions and bringing order to chaotic situations.

  • Review & categorize past transactions
  • Correct discrepancies & errors for accurate records
  • Reconcile accounts to ensure all transactions are properly recorded & categorized
  • Establish an organized bookkeeping system to avoid future backlogs
  • Provide transparent financial reports and summaries

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Payroll Services with Gusto

Your time is precious as a business owner! This is why I've partnered with Gusto using their Online Payroll Services! Gusto is a simple, affordable online payroll service that saves you time. Run payroll quickly, from anywhere & anytime with Gusto. The process couldn't be easier! Here are some of their amazing features:

  • Direct Deposit & unlimited payroll runs for no extra charge
  • Automatic payment & filing of federal, state, & local payroll taxes.
  • Payroll, Benefits & HR all in one place
  • Employee Onboarding is easy & quick with onboarding checklists
  • 24/7 Secure online access to employees individual pay stubs & payroll reports
  • Employee I-9s and W-2s, & contractor 1099s are stored & organized online
  • Automatic pay & file of your quarterly 941 tax returns & your annual 940 tax return
  • Experienced customer support, available by phone, email, or online live chat

AND SO MUCH MORE...

PAYABLES & RECEIVABLES

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ADD-ON

Bill Pay/Accounts Payable

Struggling to find the time for your bill and invoice management? Allow us to take this off your hands!

  • Create purchase orders
  • Process, categorize & pay vendor invoices
  • Manage vendors and handle 1099 forms
  • Make bill payments electronically
  • Monthly Statement reconciliation
ADD ON

Customer Invoicing/Accounts Receivable

Tired of chasing customers for payments? Allow us to manage your collections process!

  • Manage invoicing your customers
  • Process customer payments
  • Follow up on overdue invoices
  • Monthly reports on A/R
  • Collect outstanding receivables

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ONE TIME SERVICES

QuickBooks Online Set-up or Transfer to QuickBooks

  • Set up QuickBooks Online account
  • Customized Chart of Accounts
  • Transfer your books to QuickBooks Online