OUTSOURCED BOOKKEEPING,
PAYROLL, ACCOUNTING,
ADVISORY SERVICES
Services for Small Businesses
“Books are always top-notch and up-to-date”
Bookkeeping Services
Payroll Services
Accounting Services
Advisory Services
New Company Setup
Catch Up & Clean Up
Services
Tax Services
QuickBooks Training
Bookkeeping Services
Bookkeeping is the day-to-day gathering, recording, and classifying of financial transactions, such as sales and receipts and purchases and payments, and it is the foundation of your accounting system.
Bookkeeping is critical to operating cash-flow because bookkeeping controls the timing of receipts and payments. Effective cash-flow management requires that receipts be received as soon as possible, and payments be paid on time to maintain vendor relations. Bookkeeping also determines whether your business information is timely, relevant, and reliable.
We provide bookkeeping services customized to fit your company specific needs. This includes gathering, recording and classifying transactions along with performing account reconciliations. Accounts Payable and Accounts Receivable is available as an added service to basic monthly bookkeeping.
Payroll Services
Payroll is the business process of paying employees. Running payroll consists of calculating employee earnings and factoring out federal and state payroll taxes. Often times payroll can be a business’s greatest overhead expense. Payroll process is complicated, and it is important to stay compliant with federal, state, and labor laws.
Outsourcing payroll to an accountant or bookkeeping firm can free up some of your time. Accountants are knowledgeable and will take care of all the compliance requirements, file quarterlies, and issue W-2s at the end of the year.
We provide payroll services to small businesses with customized pricing since every business is unique.
Accounting Services
Accounting involves analyzing, summarizing, interpreting, and communicating business information. Business information is communicated through financial and management reports and business performance analysis. Important business decisions are also based on those reports. This information must be timely, relevant, and reliable since business decisions can make or break business success.
The three basic accounting statements are the Balance Sheet, Income Statement, and Statement of Cash flows. We analyze, summarize, interpret, and communicate the financial information with the business owner using these reports after all the bookkeeping tasks have been performed (either by our firm or your own inhouse bookkeeper).
Advisory Services
Advisory services are services where the accountant develops findings, conclusions, and recommendations for client consideration and decision making. This includes operational activities review and improvement study, analysis of an accounting system, assistance with strategic planning, and definition of requirements for an information system. This also means taking client challenges and applying strategies to create opportunities in service to the growth of the company. In simple terms, this is an analysis of the company’s finances with measurable recommendations for finance performance improvements. The goal is to grow your company’s profits.
Compliance and advisory services are interdependent — advisory services require a foundation of current, accurate books to provide actionable insights.
For companies with gross receipts of $500,000 or more we provide accounting analyst advisory services as a premium service. This is like having your own CFO, but at a fraction of the cost.
New Company Setup
If you started or plan on starting your new business one of the most important things to do is make sure your bookkeeping system is set up properly from the very beginning. This will help avoid some of the problems in the future. Not all businesses are identical and depending on what business entity you choose you will need to set up your accounting system accordingly.
We provide new company set-up services that include setting up your QuickBooks Online account, chart of accounts specific to your industry, products and services items, proper mapping of items and accounts, and everything else that is needed to get you ready for business activities.
Catch Up Services
Sometimes business owners get so busy with their day-to-day business activities that they find themselves falling behind on their bookkeeping tasks. If not caught up this could spell disaster at end of the year and at tax filing time. The business owner will not know where they stand financially if their books are behind and might make the wrong business decisions which could lead to serious problems down the road.
We provide catch-up services to get your books caught up for the current calendar year so that you can finish the year knowing where you stand financially, and tax filing time will go a lot smoother.
Clean Up Services
All too often business owners who fall behind on current year bookkeeping end up falling even further behind and can quickly find themselves just extending their tax filings and then completely falling behind by months and even years. It may overwhelm the business owner and create the feeling of giving up all together. Some just keep ignoring the problem until they can no longer ignore it or get in trouble with the IRS.
Professional bookkeepers and accountants know how to sift through loads of transactions and can bring your company books up to date. We provide Clean-Up services for previous years and can help you get completely caught up.
Tax Services
Tax Preparers help clients file their taxes and ensure the accuracy of various tax forms. They prepare their clients to be able to pay any needed fees and review financial records. They also calculate tax returns, managing communication between clients and tax authorities.
If you need Tax Preparation services please contact us for a custom quote.
QuickBooks Training
Some business owners prefer to do some aspects of bookkeeping themselves and leave the other more complex items to the proffesional. Or maybe they still want the professional to do all the bookkeeping but would like to also know how to do it themselves. If that is you, we can help with QuickBooks training offered at rates quoted per hour or per session. And since accounting often goes beyond the QuickBooks software we also can help with Excel training.
QuickBooks Training (Including Consulting and/or Support) Services
- Remote Training (Zoom and Phone) QuickBooks Training/Support depending on time and season.
- QuickBooks/Excel/Accounting Training sessions(Zoom and Phone).
*Packaged Training Prices for multiple hours/days can be quoted, call us for custom Quote
Bookkeeping Services
Bookkeeping is the day-to-day gathering, recording, and classifying of financial transactions, such as sales and receipts and purchases and payments, and it is the foundation of your accounting system.
Bookkeeping is critical to operating cash-flow because bookkeeping controls the timing of receipts and payments. Effective cash-flow management requires that receipts be received as soon as possible, and payments be paid on time to maintain vendor relations. Bookkeeping also determines whether your business information is timely, relevant, and reliable.
We provide bookkeeping services customized to fit your company specific needs. This includes gathering, recording and classifying transactions along with performing account reconciliations. Accounts Payable and Accounts Receivable is available as an added service to basic monthly bookkeeping.
Payroll Services
Payroll is the business process of paying employees. Running payroll consists of calculating employee earnings and factoring out federal and state payroll taxes. Often times payroll can be a business’s greatest overhead expense. Payroll process is complicated, and it is important to stay compliant with federal, state, and labor laws.
Outsourcing payroll to an accountant or bookkeeping firm can free up some of your time. Accountants are knowledgeable and will take care of all the compliance requirements, file quarterlies, and issue W-2s at the end of the year.
We provide payroll services to small businesses with customized pricing since every business is unique.
Accounting Services
Accounting involves analyzing, summarizing, interpreting, and communicating business information. Business information is communicated through financial and management reports and business performance analysis. Important business decisions are also based on those reports. This information must be timely, relevant, and reliable since business decisions can make or break business success.
The three basic accounting statements are the Balance Sheet, Income Statement, and Statement of Cash flows. We analyze, summarize, interpret, and communicate the financial information with the business owner using these reports after all the bookkeeping tasks have been performed (either by our firm or your own inhouse bookkeeper).
Advisory Services
Advisory services are services where the accountant develops findings, conclusions, and recommendations for client consideration and decision making. This includes operational activities review and improvement study, analysis of an accounting system, assistance with strategic planning, and definition of requirements for an information system. This also means taking client challenges and applying strategies to create opportunities in service to the growth of the company. In simple terms, this is an analysis of the company’s finances with measurable recommendations for finance performance improvements. The goal is to grow your company’s profits.
Compliance and advisory services are interdependent — advisory services require a foundation of current, accurate books to provide actionable insights.
For companies with gross receipts of $500,000 or more we provide accounting analyst advisory services as a premium service. This is like having your own CFO, but at a fraction of the cost.
New Company Setup
If you started or plan on starting your new business one of the most important things to do is make sure your bookkeeping system is set up properly from the very beginning. This will help avoid some of the problems in the future. Not all businesses are identical and depending on what business entity you choose you will need to set up your accounting system accordingly.
We provide new company set-up services that include setting up your QuickBooks Online account, chart of accounts specific to your industry, products and services items, proper mapping of items and accounts, and everything else that is needed to get you ready for business activities.
Catch Up Services
Sometimes business owners get so busy with their day-to-day business activities that they find themselves falling behind on their bookkeeping tasks. If not caught up this could spell disaster at end of the year and at tax filing time. The business owner will not know where they stand financially if their books are behind and might make the wrong business decisions which could lead to serious problems down the road.
We provide catch-up services to get your books caught up for the current calendar year so that you can finish the year knowing where you stand financially, and tax filing time will go a lot smoother.
Clean Up Services
All too often business owners who fall behind on current year bookkeeping end up falling even further behind and can quickly find themselves just extending their tax filings and then completely falling behind by months and even years. It may overwhelm the business owner and create the feeling of giving up all together. Some just keep ignoring the problem until they can no longer ignore it or get in trouble with the IRS.
Professional bookkeepers and accountants know how to sift through loads of transactions and can bring your company books up to date. We provide Clean-Up services for previous years and can help you get completely caught up.
Tax Services
Tax Preparers help clients file their taxes and ensure the accuracy of various tax forms. They prepare their clients to be able to pay any needed fees and review financial records. They also calculate tax returns, managing communication between clients and tax authorities.
If you need Tax Preparation services please contact us for a custom quote.
QuickBooks Training
Some business owners prefer to do some aspects of bookkeeping themselves and leave the other more complex items to the proffesional. Or maybe they still want the professional to do all the bookkeeping but would like to also know how to do it themselves. If that is you, we can help with QuickBooks training offered at rates quoted per hour or per session. And since accounting often goes beyond the QuickBooks software we also can help with Excel training.
QuickBooks Training (Including Consulting and/or Support) Services
- Remote Training (Zoom and Phone) QuickBooks Training/Support depending on time and season.
- QuickBooks/Excel/Accounting Training sessions(Zoom and Phone).
*Packaged Training Prices for multiple hours/days can be quoted, call us for custom Quote
Testimonials
Easy Travel Advisor
Dave B Concrete
