Individual Accounting

• Monthly account reconciliation for 1 checking, savings, and/or credit card account
• Entries of all transactions into software
• Bill Payment
  • Preparation of checks for you to sign
  • Mailing Payments
• Monthly financial reports
• Unlimited tax and accounting support

Sole Proprietor Accounting

• Monthly account reconciliation for 1 checking, savings,  and/or credit card account
• Entries of all transactions into software
• Daily general ledger maintenance
• Expense classification
• Monthly financial reports
• Year-end financial reports for tax preparation
• Unlimited tax and accounting support

Business Accounting

• Monthly account reconciliation for 1 checking, savings, and/or credit card account
• Entries of all transactions into software
• Bill Payment
  • Preparation of checks for you to sign
  • Mailing Payments
• Monthly financial reports
• Unlimited tax and accounting support

LLC, Corporated, & Nonprofit Accounting

• Monthly account reconciliation for 1 checking, savings, and/or credit card account
• Entries of all transactions into software
• Bill Payment
  • Preparation of checks for you to sign
  • Mailing Payments
• Monthly financial reports
• Unlimited tax and accounting support

Quarterly Accounting

• Billings preparation
• Record and account for revenue
• Entering receivable transactions into software
• Preparing and delivering statements
  • ​$0.95 statement preparation and mailing fee for each statement
• Issue of credit memos and refund checks
• Maintaining accounts receivable ledger
• Monthly accounts receivables reporting
• ​Unlimited tax and accounting support​

Year-End Accounting

• Account reconciliation for 2 checking, savings, and/or credit card account
• Entries of all transactions into software
• Expense classification
• Year-end financial reports for tax preparation
• Tax and Audit Support
• Unlimited tax and accounting support

Accounts Receivable

• Monthly account reconciliation for 1 checking, savings, and/or credit card account
• Entries of all transactions into software
• Bill Payment
  • Preparation of checks for you to sign
  • Mailing Payments
• Monthly financial reports
• Unlimited tax and accounting support

Accounts Payable

• Entering accounts payable transaction into software
• Scheduling and reconciling automatic drafts from account(s)
• Preparing bills for signature and mailning
  • ​$0.95 statement/check preparation and mailing fee for each payable
• Maintaining accounts payable ledger
• Monthly accounts payables reporting
• Unlimited tax and accounting support

Year-End Tax Forms Preparation

• 1099-MISC Preparation
• W-2 Preparation
• 1096 Preparation
• W3 Preparation

Sales & Use Tax Preparation

• State Sales Tax Report
• City/Local Sales Tax Report