Our Services
Rates may vary depending on the scope and volume of your business.
Breakdown of Services
Transaction categorization – recording and organizing all income and expenses
Bank & credit card reconciliations – making sure your books match your statements
Monthly financial reports – Profit & Loss, Balance Sheet, and Cash Flow with options to tailor these reports to meet your business’ specific needs
Basic journal entries – adjustments for depreciation, payroll, or any use of accounts outside of your business accounts.
Set up and manage payroll using Gusto or your preferred provider
Process payroll accurately and on schedule (weekly, biweekly, or monthly)
Handle payroll tax filings and ensure compliance with federal and state requirements
Track payroll expenses and keep records organized
Support with payroll questions and ongoing maintenance
Manage and organize all vendor bills in one place using Bill.com
Enter, review, and track incoming bills to ensure accuracy
Schedule and process payments (ACH, check, or card) on time
Maintain up-to-date accounts payable balances
Communicate with vendors to resolve billing discrepancies
Streamline approvals so you stay in control of outgoing cash
Track outstanding invoices and monitor accounts receivable balances
Record and apply customer payments accurately
Set up automated invoicing and recurring billing
Follow up on unpaid invoices to help improve cash flow
Reconcile payments with your accounting system
Provide clear reporting on what’s owed and what’s been collected
