Bookkeeping & Payroll
- QuickBooks Setup/Bank Import
- Categorize Expenses
- Bank Account Reconciliation
- Credit Card Reconciliation
- Financial Statements (P&L, Balance Sheet, Statement of Cash Flow)
- Accounts Payable (Bill pay)
- Monthly Close Preparations
- Accounts Receivable (Invoice Management)
- Process Payroll
- Federal/State Payroll Tax Compliance
- Payroll Reporting
- Direct Deposit
- W-2, W-3, and 1099 Processing
Benefits of Bookkeeping services
It organizes information
Bookkeeping takes financial data and organizes it for easy understanding and analysis.
The IRS requires you to track certain information
When you do your taxes, you’ll need accurate information about your gross receipts, purchases, expenses, assets, travel and entertainment expenses and employment taxes.
It helps in budgeting
Knowing the cash flow allows you to allocate resources to new launches and projects that will help your business grow.
It provides better decision-making
When the books are in order, you have an accurate account of your business’s health. This allows you to make better decisions about operations and growth.
It helps you track profit
Of course, you want your business to be as profitable as possible. Bookkeeping helps track your progress and profits.
Analyst
- Budgeting
- Financial Forecasting
- KPIs Implementation
- 1:1 Strategy Session
- Advanced Financial & Operational Reporting + Analysis
- Custom Financial & Operational Dashboard
- Strategic Tax Planning
- Benchmark Analysis
Benefits of Analysis services
It provides insights
By analyzing key metrics and KPIs, businesses can assess their strengths and weaknesses and identify areas for improvement.
It enables businesses to identify potential risks and challenges
By analyzing financial trends and operational processes, businesses can anticipate and mitigate risks before they escalate into major issues.
Through analysis, businesses can identify inefficiencies in their operations
This allows them to optimize resources, streamline processes, and reduce costs, ultimately improving profitability.
It allows for performance monitoring
By comparing current performance against past data and industry benchmarks, businesses can track progress, set targets, and adjust strategies accordingly.