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An accurate view of your business’ finances gives you the opportunity to make clear decisions regarding growth, expenses and revenue goals. Besides freeing up time to gather facts and analyze your situation, professional bookkeeping ensures accuracy and timely completion of the many tasks involved in keeping your business’ books. In the end, this service allows you more time. More time with your clients. More time developing business. More time earning money. |
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Consulting
Introduction – If you would like to maintain your own books, but need help getting your accounting system set up, we can help. We are happy to have in office or onsite appointments.
Maintenance – If running your business is your preference and maintaining books get in the way, we can provide continual or intermittent assistance.
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Review – If you need feedback or advice, we can review your accounting system to be sure that you are getting the most out of your system.
- Implementation of an account system/software
- Training on accounting system/software
- Set up chart of accounts
- Business planning, budget & forecasting
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Cash Management
- Enter cash and credit card transactions
- Reconcile credit card statements
- Reconcile monthly bank statements
Accounts Payable
- Verify and enter bills
- Write checks
- Prepare vendor 1099 forms
- Enter credit card transactions
Accounts Receivable
- Prepare billings/invoices
- Record client payments
- Prepare estimates, credit memos,
refunds and sales receipts.
Project Job Costing
- Record employee or subcontractor time spent on projects
- Analysis of money made per project
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Payroll
- Set up payroll through service or software
- Prepare related tax forms
Monthly Financials/Monthly Closings
- Profit & Loss Statement
- Balance Sheets
- Cash Flow statements
- General ledger
Software Systems
- QuickBooks
- Quicken
- Peachtree
- Myob
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