top of page

OUR TOP 10

SERVICES FOR YOUR EVERY NEED

1 / QBO SETUP

Converting from desktop to online couldn't be easier. Save time by allowing us to get you up and running with a customized setup specific to your business filing entity and industry

2 / QBO CLEANUP

We will help you get caught up in no time. This plan is designed for small business owners who either need to bring their books up-to-date or need proper accounting for the past year(s) in preparation to complete and file their returns.

3 / QBO TRAINING

We train you to understand the various workflows to properly record transactions into your company file that works best for cash and accrual methods. Avoid costly mistakes with our personal approach to guide you through every step.

4 / MONTHLY MAINTENACE

From updating bank feeds to account reconciliations to cleanup and review, we got you covered from start to finish! You will have your own unique link to a portal that will be used to communicate concerns/questions or request documents for a seamless closing of your file. Financial statements will also be provided so you know where business stands each month.

5 / SALES TAX

Whether you are required to file quarterly or annually, we got you covered. We will run the necessary reports to accurately report collected sales tax on all local and district levels.

6 / WORKERS' COMP AUDIT

Audits of any kind are no fun but we will help alleviate the time and worry to submit your payroll data and returns to complete the audit on time.

7 / 571 BUSINESS PROPERTY

Preparation of your Business Property Statement to the local county for assessment. Not only will we report your assets but also match records to your tax depreciation schedule for accuracy.

8 / CASH FLOW & BUDGETING

Weekly reporting of current and projected income and expenses over the course of 12-weeks to help make informed business decisions and avoid costly mistakes and purchases.

9 / 1099 FORMS

Let us help process those pesky forms for the independent contractors with precision and accuracy. We will ask for a W-9 to determine whether or not they meet the IRS requirements to issue a form by the deadline date. We process all forms online and provide digital copies to send to your recipients.

10 / YEAR-END REVIEW

We perform a thorough review of your file and fix the mistakes to make better sense of recorded activity for you and your accountant. This may be as simple as changing account types within the Chart of Accounts list, making adjusting entries to capture depreciation or true up balances based on prior tax return information.

bottom of page