Services Offered

Manage Chart of Accounts, Accounts receivable, Accounts payable, bank reconciliations, post income and expenses to correct accounts, general ledger entries

Produce various reports as agreed such as: Profit and Loss Statement, Balance Sheet, Aging Summaries

Setup new Intuit Quickbooks service including Chart of Accounts, vendors, customers, bank and loan accounts. Catch-up services include review of previous bookkeeping entries for consistency and accuracy. We can also convert some systems to Quickbooks if needed.

Tax preparation for simple or complex tax returns as needed

Tax Preparation of Corporate or Partnership returns

Make sure your paper trails are complete and receipts attached to transactions within Quickbooks

Review of books and preparation of financial statements to provide the Tax Preparer

Planning, directing and coordinating all accounting operational functions,  

Manage the budget process,  

Assess current accounting operations and offer recommendations for improvement, create and review KPI's, manage in-house accounting teams

Training of new accounting personnel and assist with continuing education if needed.

Let my background as a former Operations Assistant Manager of a 68 million dollar per year business support your business

Is your business struggling? We think outside the box to help get you on the right track again!