What we offer

With decades of experience, we will create a detailed service plan that is optimal for your business type. 

National | Small - Mid Sized Business | Multi-Location | Family Owned | Non-Profit
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Therapist

Managed Accounting Services - Monthly

  • Accept bank and credit card transactions from QuickBooks Feed

  • Categorize transactions to the correct general ledger accounts

  • Reconcile bank and credit card accounts with statements

  • Provide a monthly management report package

Managed Accounting Services - Annual

 

  • Preparation of 1099's

  • Preparation of Personal Property Tax Return

  • Post depreciations and record Fixed Assets

  • Provide reports to CPA

Construction

Managed Accounting Services - Monthly

  • Accept expense entries from bank feed for 4 bank accounts

  • Review credit card charges and categorize expenses per expense report

  • Accept deposits from bank download and add client requested details

  • Reconcile 4 bank and 2 credit card accounts with statements

  • Provide a monthly management report package

  • Monthly journal entry to allocate merchant fees

  • Enter weekly payroll transactions by employee

  • File State Sales Tax monthly

Managed Accounting Services - Annual

 

  • Preparation of 1099's

  • Preparation of Personal Property Tax Return

Automotive

Monthly Bookkeeping Support

  • Review of posted transaction accepted from bank feeds

  • Bank and credit card reconciliation with statement

  • Management Report Package

Managed Accounting Services - Annual

 

  • Preparation of Personal Property Tax Return

  • Post depreciations and record Fixed Assets

Tax Preparation Services

  • Business Tax Return

  • Individual Tax Return

Sample Service Packages

Hire us for your business.