Accounting & Payroll Services
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Monthly or Quarterly Bookkeeping
We record your income and expenses on a regular schedule so your books stay clean and current. This gives you up-to-date information to run your business instead of relying on guesswork.
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Cleanup & Catch-Up Bookkeeping
If your books are behind or messy, we step in to clean up past periods and get everything reconciled. Once we catch you up, we can transition you into an ongoing bookkeeping rhythm that’s easier to maintain.
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Bank & Credit Card Reconciliations
We match your accounting records to your bank and credit card statements to ensure everything is complete and accurate. This process helps catch errors, missing transactions, or potential fraud early.
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Accounts Payable Processing and Vendor Management
We help you organize and schedule payments to vendors, track what you owe, and avoid missed or duplicate payments. This keeps your vendor relationships strong and improves cash flow predictability.
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Accounts Receivable, Customer Invoicing, and Statements
We can prepare and send invoices, track outstanding balances, and provide customer statements. This helps you get paid faster and gives you better visibility into who owes you what.
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Month-End & Year-End Close
Each period, we review your accounts, post necessary adjustments, and ensure your books are complete. At year-end, we prepare your records so tax preparation and financial reviews go smoothly.
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Financial Statement Preparation (Balance Sheet, P&L, Cash Flow)
We prepare clear financial statements that show how your business is performing and where your money is going. These reports help you and your lenders, investors, or partners make informed decisions.
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Fixed Asset Management & Depreciation Schedules
We track major business assets like equipment and vehicles, and calculate depreciation for both books and tax. This keeps your balance sheet accurate and ensures you’re taking appropriate deductions.
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QuickBooks Online Setup, Cleanup, and Optimization
We set up or reorganize your QuickBooks Online file, including chart of accounts, bank feeds, and automations. Our goal is to make QBO work for your specific business instead of forcing you into a generic setup.
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Payroll Setup and Ongoing Payroll Processing
We set up payroll correctly, onboard employees, and run regular payroll cycles. This ensures your team is paid accurately and on time, and that payroll data flows correctly into your books.
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Payroll Tax Deposits and Filings (Federal, State, and Local)
We handle payroll tax calculations, deposits, and required filings so you stay compliant. This reduces your risk of late-payment penalties and notices from tax agencies.
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Year-end Payroll Reporting (W-2s, Payroll-related 1099s)
At year-end, we prepare W-2s for employees and applicable 1099s for contractors. We make sure amounts match your payroll records so you can file and distribute forms without headaches.