General Bookkeeping - Our professional staff will handle all of the financial record keeping and affairs for your business or personal finances.

Accounts Payable - Each month (or as needed) our team will send invoices and also handle payment for any of your business or personal bills in your preferred form of payment, check, credit card, electronic payment, etc.

Accounts Receivables - Our team will diligently handle the billing of all clients/vendors, as well as handle the depositing process for incoming payments. Additionally, we meticulously record and save all documentation required to ensure your tax return is prepared and supported accordingly.

Payroll - Our team manages all paperwork and records pertaining to payroll, whether it is handling past documentation or creating and distributing current payrolls from the hourly clock sheet to the check process, mailing, etc. We also handle monthly/quarterly/annual reports for federal and state requirements pertaining to payroll.

Sales and Use Tax Reporting - We are diligent in organizing and reporting required sales and use tax on a monthly/quarterly/annual basis, depending on the preference and requirements of each client.

Bank Account Reconciliation - Our team carefully reviews all personal and/or business accounts, ensuring balances are correct, comparing business books vs. bank account statements.

Credit Card Reconciliation - We review and inspect all credit cards for your personal finances or business, ensuring accuracy from receipts and purchases through all card purchases.

Paypal/Venmo Reconciliation - We review and inspect all incoming and outgoing digital payments through programs like PayPal and Venmo, for both your personal finances or business. We strive to ensure accuracy and proper documentation.

Financial statement and Custom Reporting - Our team provides balance sheets, income statements, P&L’s, and any custom reports needed for your personal finances or business.

Document Management - We create a custom Digital Financial Database for your business or personal account. This is detailed digital compilation of all record keeping documents throughout the year including reports, statements, invoices and more.

LLC formation - Our team can assist you in the process and documentation needed for the establishment of LLC’s, including valuable guidance for tax savings associated.

Consulting - We meet personally with new business owners and self-employed professionals to help guide their financial organizational skills to ensure best results in tax compliance, bookkeeping, business growth and more.