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

Therapist
Managed Accounting Services - Monthly
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Accept bank and credit card transactions from QuickBooks Feed
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Categorize transactions to the correct general ledger accounts
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Reconcile bank and credit card accounts with statements
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Provide a monthly management report package
Managed Accounting Services - Annual
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Preparation of 1099's
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Preparation of Personal Property Tax Return
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Post depreciations and record Fixed Assets
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Provide reports to CPA
Construction
Managed Accounting Services - Monthly
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Accept expense entries from bank feed for 4 bank accounts
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Review credit card charges and categorize expenses per expense report
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Accept deposits from bank download and add client requested details
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Reconcile 4 bank and 2 credit card accounts with statements
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Provide a monthly management report package
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Monthly journal entry to allocate merchant fees
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Enter weekly payroll transactions by employee
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File State Sales Tax monthly
Managed Accounting Services - Annual
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Preparation of 1099's
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Preparation of Personal Property Tax Return
Automotive
Monthly Bookkeeping Support
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Review of posted transaction accepted from bank feeds
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Bank and credit card reconciliation with statement
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Management Report Package
Managed Accounting Services - Annual
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Preparation of Personal Property Tax Return
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Post depreciations and record Fixed Assets
Tax Preparation Services
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Business Tax Return
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Individual Tax Return