Comprehensive Services Tailored to Your Business

📊 General Ledger Management

  • Set up and maintain chart of accounts

  • Perform month-end and year-end closing procedures

  • Create and review journal entries

🧑‍💼 Payroll Processing

  • Calculate payroll and deductions

  • File payroll taxes and ensure compliance

  • Maintain employee payroll records

💸 Expense Management

  • Process employee expense reports

  • Manage reimbursements

  • Ensure compliance with financial policies

💳 Accounts Payable (AP)

  • Enter vendor bills and process payments

  • Manage AP aging reports

  • Reconcile and analyze vendor accounts

📑 Financial Reporting

  • Generate financial statements (P&L, Balance Sheet)

  • Create customized reports for your business

  • Analyze financial data to guide decision-making

⚙️ Software Integration and Optimization

  • Customize and set up accounting software

  • Automate workflows and set up financial tracking alerts

  • Customize forms and templates for your needs

💼 Accounts Receivable (AR)

  • Invoice customers and manage collections

  • Maintain AR aging reports

  • Process and reconcile customer payments

🏦 Bank Reconciliation

  • Reconcile bank accounts daily, weekly, and monthly

  • Match transactions to bank feeds

  • Investigate and resolve discrepancies

🧾 Sales Tax Services

  • Prepare and file monthly, quarterly, or annual sales tax returns

  • Register your business for sales tax with the appropriate state(s)

  • Guide you through audits and respond to notices with clarity and confidence