Accounting & Bookkeeping

Accounting & Bookkeeping

All services below can be billed à la carte. If you’re looking for a more comprehensive bookkeeping service, please check out our Full-Service Bookkeeping page.

Vendor Bill Management

Input and pay bills.

Customer Management​

Create invoices, send invoices, receive payments, apply payments, and monitor customer balances.

Streamlined Reconciliations​

Reconcile monthly bank and credit card accounts.​

Process payroll

Manage all the steps in paying your workforce, from gathering employee information to sending your staff their paychecks.


Connect your bank and credit cards in QuickBooks to allow for daily automatic downloads.​


Provide monthly, quarterly, and year-end financial close reports.


Work with your CPA or tax preparer at year-end to ensure timely tax returns and/or audit, review, and compilation reports.​

Management-Level Reports

Provide management- and/or board-level financial reports.

Sales Tax

Collect and file sales tax.


Create and submit monthly and quarterly financials.

Chart Of Accounts Management

Review and, if necessary, change your chart of accounts.

Tax From Processing

Process 1099 and W-2 forms.

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