01
Bookkeeping
Bank & credit card reconciliations
Financial statement preparation Transaction categorization and account documentation
Accurate, organized financial records
Cash flow and profitability insights
Tax-ready books Personalized service for small businesses
02
Payroll Services
Payroll processing (weekly, bi-weekly, semi-monthly, or monthly)
Employee and contractor payroll management
Direct deposit coordination
Payroll tax calculations and withholdings
Federal, state, and local payroll tax filings
Quarterly and annual payroll tax reporting
W-2 and 1099 preparation and filing
New hire reporting
Paid time off (PTO), vacation, and sick leave tracking
Payroll record maintenance and documentation
Payroll reconciliation
Garnishment and deduction processing
Employee payroll reports and earnings statements
Assistance with payroll compliance and recordkeeping
Coordination with your accounting system for accurate financial reporting
03
Accounts Payable (AP)
Vendor invoice entry and organization
Bill payment scheduling and processing
Vendor account reconciliation
Payment tracking and recordkeeping
Expense categorization
Recurring bill management
Vendor communication and payment inquiries
Cash flow monitoring for upcoming obligations
Accounts payable aging reports
Digital document management and invoice storage
04
Accounts Receivable (AR)
Customer invoice creation and distribution
Payment recording and account reconciliation
Customer account management
Accounts receivable aging reports
Payment reminder and collection support
Outstanding invoice tracking
Deposit recording
Customer payment history and documentation
Revenue tracking and reporting
Cash flow monitoring through receivables management
05
Inventory Management
Inventory tracking and monitoring
Product setup and inventory organization
Stock level updates and adjustments
Inventory reconciliation
Cost of goods sold (COGS) tracking
Product and SKU management
Inventory valuation support
Low-stock monitoring and reorder alerts
Sales and inventory reporting
Returns and inventory adjustment tracking
Inventory documentation and recordkeeping
Inventory accuracy reviews and reporting
06
Sales Tax
Sales tax calculation and tracking
Sales tax return preparation
Federal, state, and local sales tax filings (as applicable)
Sales tax liability reconciliation
Sales tax payment scheduling and processing
Taxable and non-taxable sales review
Multi-state sales tax reporting support
Sales tax permit and account assistance
Sales tax recordkeeping and documentation
Filing deadline monitoring
Sales tax report preparation
Audit-ready sales tax documentation
E-commerce sales tax reporting support
Sales tax compliance assistance
Coordination with your accounting records for accurate reporting