ACCOUNTING

Accounting Packages

MONTHLY -Preparation of monthly financial statements including Profit & Loss, Balance Sheet, Cash Flow, Accounts Receivable and Accounts Payable Aging Reports.  Includes reconciling all bank, credit card and loan statements and Form 1099 preparation at year-end.  This package includes monthly consultations with a CPA. 

QUARTERLY- Preparation of quarterly financial statements including Profit & Loss, Balance Sheet, Cash Flow, Accounts Receivable and Accounts Payable Aging Reports.  Includes reconciling all bank, credit card and loan statements.  Includes 2 annual consultations with a CPA.  *Quarterly is our most popular and cost effective if you already have an onsite bookkeeper.

OUTSOURCED ACCOUNTING MANAGER - All in one comprehensive package for Quickbooks Online users.  Ideal for small business that needs ongoing advice, support, and timely and accurate financial information.  Includes everything in the monthly package PLUS weekly updates, staff training in QuickBooks, sales tax and payroll.  Customized reporting and job costing analysis upon request. Annual support with employee benefits, budgeting, audit assistance and tax adjustments.  Quarterly office visits and consultations as needed.