Services
- Implement a Bookkeeping System
- Customize accounts
- Bank & credit card downloads
- Manage bank feeds
- Record financial transactions
- Categorizing transactions
- Continuous banking reconciliation
- Review prior transactions
- Cleaning up and sorting entries
- Budgeting & Financial Planning
- Forecasting
- Cash Management
- Profit VS cash flow analysis
- Monthly financial statements
- Custom Reports
- Accounts Payable
- Accounts Receivable
- Payroll Management
- Work with your tax preparer
- Assist with tax compliance
- Identify Areas of concern
- AIA Construction Billings
- Retainage holding & billing
- Forms – 1099- Misc., W-2 etc.
- Financial Reports Interpretation
- Budgeting and Strategy Sessions
- Receipt Management