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.