Services

---

Bookkeeping can be overwhelming for many business owners, especially when they don't have the resources or funds to get help. But no matter the size or stage of your business, accurate books are essential. That's why we provide comprehensive bookkeeping services to solopreneurs and small businesses. 

Our services include financial data management, financial reporting and analysis, cash flow management, bookkeeping support for tax compliance and planning, payroll management and budget management:

1. Financial Data Management

• Implement and maintain structures for accounting- related data files  processes to accurately record financial transactions 
• Account setup in Quickbooks Online or Wave Accounting
• 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. 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

4. Payroll & Budget Management

• Coordinate payroll with external providers  like Gusto Payroll or manages owner payroll manually. Manual payroll is limited to one owner
• Conduct detailed budget analyses, comparing actual spending against budgeted amounts to support financial planning and control

4. Bookkeeping Support for Tax Compliance

• Assist your business in preparing for corporate tax filings with a Certified Public Accountant (CPA)
• Support your business in preparing payroll tax and sales tax returns with A2X Accounting

Note: For tax advice please  contact your CPA.

-