Services include:

Monthly Bookkeeping (cash or accrual basis)

Catch-Up & Cleanup Services

Categorizing Transactions

Bank & Credit Card Reconciliations

Accounts Receivable / Accounts Payable Tracking

Financial Statements (P&L, Balance Sheet, Cash Flow)

Services include:

Payroll Processing (weekly, bi-weekly, monthly)

Employee Setup & Tax Form Filing

Direct Deposit Setup

Payroll Tax Payments & Filings

Year-End Forms (W-2s, 1099s)

Workers’ Comp & Insurance Report Assistance

Services include:

New QuickBooks Online Setup

Chart of Accounts Customization

Historical Data Import

QuickBooks Cleanups

One-on-One Training (English & Spanish)

QuickBooks Troubleshooting & Support

Services include:

General Liability & Workers Comp Audit Prep

Report Generation & Documentation Review

Communicating With Auditors on Your Behalf

Organizing Subcontractor Reports & 1099s

Bilingual Support for Audit Clients

Services include:

One-on-One Consultations to Explain Financial Reports

New Business Owner Support

Customized Guidance for Hispanic-Owned Businesses

Translated Reports & Communication with Spanish-speaking staff or partners

QuickBooks Setup Fee

One-Time Cleanup Fee

Insurance Audit Preparation (one-time)