Services Offered
Bookkeeping Services
- Maintain accurate and organized financial records
- Track income, expenses, and cash flow
- Manage accounts payable and receivable
- Reconcile bank and credit card statements
- Generate monthly financial statements (P&L, balance sheet)
- Provide support with payroll processing
- Customized bookkeeping solutions based on your business needs
Payroll Services
- Process employee payroll accurately and on time
- Manage direct deposits, checks, and other payment methods
- Handle payroll deductions, bonuses, and overtime
- Track employee attendance, hours, and leave balances
- Generate payroll reports for management review
- Ensure compliance with local and federal payroll regulations
- Provide year-end reports (W-2s, 1099s) for tax purposes
Opening Corporations
- Assist with selecting the appropriate business structure (LLC, S-Corp, C-Corp)
- File Articles of Incorporation with the Secretary of State
- Obtain Employer Identification Number (EIN) from the IRS
- Prepare and file necessary state and local business licenses
- Guide through initial compliance requirements (annual reports, permits)
- Offer ongoing support with state and federal filings to keep your corporation in good standing
QuickBooks Online Setup
- Assist with selecting the appropriate QuickBooks Online plan based on business needs
- Create and customize your company profile, including business details and logo
- Set up chart of accounts tailored to your industry and financial tracking
- Configure bank and credit card connections for automated transaction syncing
- Establish sales tax rates and integration for accurate tax reporting
- Set up customer and vendor profiles for streamlined invoicing and payments
- Train staff on how to use QuickBooks Online efficiently and effectively
- Provide ongoing support and troubleshooting as your business grows
Workers' Compensation (WC) and
General Liability (GL) Audits
- Conduct detailed audits of WC and GL policies to ensure compliance and accuracy
- Review payroll records and employee classifications for correct WC premium calculations
- Prepare necessary documentation and reports to meet audit requirements
- Organize and compile supporting evidence for the audit process
- Review all findings and ensure all information is accurate prior to submission
- Submit audit reports and documentation to the relevant authorities
- Respond promptly to any auditor inquiries or requests for additional information
- Provide ongoing support throughout the audit process to address any issues or concerns
Client Proposals
- Assist in filling out customer information accurately and efficiently
- Ensure proposals are professionally formatted and branded
- Provide tracking and follow-up support to enhance conversion rates
- Streamline the proposal process for faster approvals and feedback
- Adapt proposals to meet specific client needs and project requirements
