Bookkeeping services

Weekly write up, check run
Monthly write up, reconciliation, transaction review
Payroll (integrated or third party)
Prepare files for taxes, work with accountant
Prepare and file 1099’s, W9’s, 1096
Prepare and file county property tax (571-L)
Sales tax return filing
AR and AP management (online)


Standard monthly reports (for internal use)
P&L, Balance Sheet, Cash flow review
Profitability reports: sales, customer, etc.
Customized reports, graphs

Consulting services (QuickBooks)

QB set up
QB clean up
QB problem solving
Custom invoices and other forms
Custom fields
Bring performance indicators into dashboard (or other QB interface customization)

Consulting services (Xero)

Xero set up
Xero rules set up
Xero monthly review and clean up
Xero interface customization

Budget/Revenue Planning

Create budget and budget reports
Cash flow forecasting
Budget advisory services
Calculating cost of adding new clients
Comparative P&L with similar industry

Accounting systems and work flow related services

Accounting systems and add on recommendations
Accounting systems set up
Online document management
Mobile connectivity
Project management software

Services for Accountants

Collaboration with clients & accountant
Better visibility and insights into client’s business
Marketing services – client touch plan for retaining clients
Marketing services – events and online marketing