SERVICES

We offer personalized bookkeeping solutions tailored to meet your unique financial needs, whether you’re a small business, non-profit, or growing enterprise.

Tax Filing & Support

Preparing financial records and reports to support tax filings by the business or its accountants, including filing 1099s when necessary.

Recording Financial Transactions

Capturing and categorizing day-to-day financial transactions such as sales, purchases, receipts, and payments.

Bank Reconciliation

Ensuring that the business's records match the transactions in its bank accounts.

Accounts Payable

Managing and tracking money owed to suppliers and vendors.

Accounts Receivable

Managing and tracking money owed by customers and clients.

Financial Reporting

Generating regular financial statements such as balance sheets, income statements, and cash flow statements.

Expense Tracking and Management

Carefully recording and managing business expenses to optimize financial efficiency and compliance.

Clean-up Bookkeeping Duties

Thoroughly reviewing and correcting financial records to ensure accuracy and compliance with accounting standards.

Software Setup and Training

Setting up accounting software systems and providing training to staff on their use.

Company Formation and EIN Creation

Assisting with the formation of new companies and obtaining Employer Identification Numbers (EIN) to establish a legal business identity.

Website Design & Development

Setting up domain, hosting, SSL and WordPress website from scratch, redesign or maintenance.

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