SERVICES

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Accounting, Bookkeeping, Payroll and Financial Services for small businesses

GENERAL ACCOUNTING SERVICES – $60/hr

Ready to let me ease your accounting pain?
This is my hourly rate for general accounting services.

Bookkeeping

  • Setting up your business with an accounting software (Quickbooks)
  • Creating the chart of accounts
  • Entering daily financial transactions into your accounting software and assigning them to the proper accounts
  • Matching transactions from other synced accounts or third-party merchants

 

Accounts Payable

  • Timely payment to vendors via online banking, or check writing

 

Accounts Receivable

  • Timely billing to your customers and clients for products or services
  • Invoice tracking

 

Bank Reconciliations

  • Match and resolve all bank transactions on a monthly basis for checking, savings, credit cards or any other business accounts

 

Payroll

  • Set-up employees in accounting software, collect required documents, enter tax withholdings
  • Collect and enter time worked, pay employees per pay period schedule

General Ledger Maintenance

  • Clean-up and organize chart of accounts, re-assign transactions incorrectly applied

 

Weekly Cash Balance Updating

  • Provide current cash balances and alerts when cash is low

 

Financial Reporting

  • Monthly, quarterly and annual reports such as Profit and Loss Statements, Balance Sheet, Accounts Receivable or Payable aging summaries, and Expenses by the vendor
  • Company snapshot
  • Custom Reports

 

1099 Prep & Filing

  • Dispersement & collection of W-9 forms to/from contractors
  • Obtain all required forms for IRS, state, individuals, and companies
  • Prepare and file 1096 and 1099-MISC forms to required agencies
  • Prepare and send 1099-MISC forms to recipients

FINANCIAL CONSULTING SERVICES – $75/hr

Full consulting and write-ups for your small business.
Time to get dialed in with financial strategy and efficiency.

Monthly, Quarterly, or Yearly Write-Up

  • A summary of your business’ performance and financial activity for the period
  • Includes your income statement, balance sheet, and cash flow statement

 

Compliance Reporting

  • Create reports, provide figures and complete documents required by the state, county or federal agencies

 

Financial Consulting Services

  • Report analyzation suggested performance changes and budget comparison

Financial Statements for Tax Preparation

  • Create reports on income, sales and payroll taxes
  • Submit reports to your CPA of choice

 

 

Business Management Consulting

  • Annual budget creation and business plan support
  • Analyze processes and procedures, walk-through financial report line items
  • Identify cost savings opportunities, areas for improvement, cash flow forecasting, and other needs specific to your business