Services | Bookkeeping and Accounting

We are QuickBooks Certified Professional Advisors — we’ve passed exams to assess our usage of QuickBooks.

We provide bookkeeping services so that clients’ accounting systems provide them with useful financial information. Clients’ QuickBooks reports are used as a useful management tool.

Complete bookkeeping services

We can provide comprehensive bookkeeping services, essentially serving as your outside accountant and bookkeeper. Services include:

• Designing of accounting systems customized to your industry
• Creating customer invoices and statements
• Entering customer payments
• Categorizing, entering and paying bills
• Entering credit card charges
• Reconciling bank accounts and credit card accounts
• Fixed asset schedules and depreciation calculations
• Payroll journal entry interface and referral to a dependable payroll service
• Internal and external audit interface
• Training for in-house personnel

Customized bookkeeping packages

We can provide customized services according to your needs using some of the services defined in Complete Bookkeeping Services above and also provide additional services outlined below to meet our client's growing needs:

• Prepare required business returns such as annual reports, business license tax, personal property tax, and various industry-specific tax filings
• Make accounts receivable collection calls
• Job costing
• Prepare Sales Tax returns
• Budgeting, forecasting and cash projections