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BOOKKEEPING PACKAGES
We offer web-based bookkeeping through QuickBooks Online.
Provide your business the freedom of having an experienced bookkeeper
take care of financial tasks, and give yourself more time to focus on your business.
Our Bookkeeping Packages typically include the following services:
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Help with QuickBooks Online
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Subscriptions are offered at a discounted price and we provide basic training.
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Transaction Organization and Account Reconciliation
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We utilize QuickBooks Online to properly record, categorize, and organize your business’ deposit account, loan, and credit card transactions. We carefully review your financial statements to ensure each transaction is accounted for.
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Financial Reporting
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Stay up to date on your business’ performance with Monthly Balance Sheet and Profit & Loss Statements emailed directly to you.
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Tax Prep
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Collaboration with your accountant to ensure your financials are in order at tax time.
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Job/Class Tracking (if applicable)
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Income and expense tracking for specific jobs, projects, or locations.
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PAYROLL PROCESSING
Paying employees, contractors, and federal and state taxes can be time consuming and overwhelming. We build customized payroll packages that best suit your business. We partner with Gusto for Payroll Processing. They offer very competitive rates and have a user-friendly platform.
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Options include a one-time set up or on-going All-Inclusive Payroll Processing.
All-Inclusive Payroll Processing includes the following services (as applicable to your business):
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Accurate and timely payroll processing for all employees including both hourly and salaried
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Payments to independent contractors
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Management of payroll additions such as bonuses, expense reimbursements, allowances and employee advances
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Management of voluntary deductions such as pre-tax and post-tax medical, dental and vision, retirement plan, health savings account, flexible spending account, loan repayment
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Wage garnishment and child support administration
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Federal & State tax deposits and filings
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W-2, W-3, 1099 & 1096 processing and filings
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Direct deposit
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Human Resources functionality
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Complimentary transfer of information from your existing payroll vendor, if applicable.
We take your books from their current condition and bring them up to date, so you have accurate, real time numbers to work with.
Once up to date, we can help you stay on top of your financial health on a consistent basis with a Bookkeeping Package.
Clean-Up/Catch-Up Bookkeeping
Software Setup & Training
Do you want to do your own bookkeeping but are unsure of how to begin? We can assist with set-up and training, along with a discount on QuickBooks products.
Accounts Receivable
We will ensure that customer accounts are set up accurately, invoices are emailed on time, and payments are recorded appropriately in QuickBooks. We also partner with Corporate Business Group to provide you with the lowest rates available for payment processing within QuickBooks.
Accounts Payable
We partner with Bill.com to ensure vendors and expenses are paid on time. We then keep these tracked in QuickBooks Online so you don't have to worry about the payments or the organization.