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Bookkeeping Services
1. Financial Data Management
- Implement and maintain structures for accounting-related data files processes to accurately record financial transactions
- Account setup in QuickBooks Online
- Manage chart of accounts
2. Financial Reporting & Analysis
- Track income and expenses
- Reconcile bank and credit card accounts
- Historical catch-up and clean-up
- Prepare Profit & Loss Statements and Balance Sheets on a regular basis to keep you informed about the financial status of your business
3. Job Costing
- Track and allocate costs for specific jobs or projects, ensuring accurate profitability analysis
- Help you manage direct labor, materials, and overhead for each job
- Provide detailed reports to assess job performance, aiding in better decision-making for future projects
4. Cash Flow Management
- Manage receivables and payables to maintain an up-to-date cash position for your business
- Prepare Cash Flow Statements on a regular basis
5. 1099 Filing Services
- Provide support with collecting all relevant information to prepare and file 1099 forms
- Prepare and file 1099 forms electronically based on information and documentation on file
6. Payroll & Budget Management
- Coordinate payroll with third-party providers and work with our trusted Enrolled Agent for proper configuration and setup
- Conduct detailed budget analyses, comparing actual spending against budgeted amounts to support financial planning and control
7. Bookkeeping Support for Tax Compliance
- Assist your business in preparing for corporate tax filings with our trusted Enrolled Agent (EA) or your trusted tax professional
- Support your business in preparing payroll tax and sales tax returns with third-party providers