Bookkeeping & Monthly Administrative Services

Comprehensive Small Business Consulting and Bookkeeping

In the modern professional landscape, there are a growing number legal requirements and compliance procedures facing business owners. We continually educate ourselves on the ever-changing necessities of business administration so that our clients don’t have to. By relying on our knowledge and experience, owners are better able to focus their attention where it’s most effective.

We make sure that each of our clients are compliant with all Federal, State, and local government requirements. By acting as an independent, part-time CFO, we’re able to keep the businesses that we manage compliant at a significantly lower cost than if they were to hire a full-time financial officer.

Bookkeeping Support Services:

Financial Statement Preparation
Annual Package for Tax Accountants
Payroll Services
Payroll Tax Return Preparation
Sales Tax Return Preparation
Corporate Income Tax Return
Individual Income Tax Return
Bank Reconciliation
Auditing Packages
G/L Account Analysis
G/L Account Reconciliation
Fixed Asset Administration
Depreciation Calculations
Cash Flow Planning
Budget Analysis and Preparation
Budget Implementation

Administrative Services:

Company Start Up Papers
Company Meeting Minutes
Independent Contractor Agreements
Workers' Compensation Administration
Sales Tax Licensing
Contract Writing
Data Entry for A/R, A/P, and Invoicing
1099 and 1096 Processing
Forms Creation
General Letter Writing
Training Sessions
Analysis of Procedures
Procedures Flow Charts
Custom Report Design
Filing System Setup
Policies and Procedures Manuals

See our Start Ups & LLCs page for additional services related to new businesses!

Additional Services

Please keep in mind that it is difficult to include all of our services within a few short lists, so if you don't see what you are looking for, just ask! For Advice and/or a Free Consultation regarding your Small Business Bookkeeping and Management needs, please Contact Us.

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Important Information

Comprehensive Small Business Consulting and Bookkeeping