SERVICES PROVIDED
Business Start-up Consultation
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Guide decision regarding entity structure, 12-month operating cycle, and accounting software
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Assist with acquiring tax identification number, business license, post office box, and other business critical accounts
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Assist with state and local applications and bank account set-up
Accounting System Set-up
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Set-up accounting system using QuickBooks Online
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Set-up chart of accounts and custom fields for reader friendly financial reports
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Evaluate and assess existing resources/obligations in order to build the balance sheet
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Import historical transactions for comparability
Accounting Services
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Bill Your Customers: Track accounts receivable and income transactions
- Pay Your Bills: Track accounts payable and disbursement transactions
- Set-up and process payroll
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Perform monthly bank account reconciliations
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Generate financial statements and ad hoc reports
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Records Management: Maintain your financial records for audit purposes
Other Financial-related Services
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Budget development
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Annual Filings (including 1099, business license renewal, tangible property, etc.)
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Executive "Financial" Coaching/Training
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Audit Liaison
- Financial policy and procedure, handbook, desk procedures development