Including, but not limited to:
• Bookkeeping services
• QuickBooks Training/Setup/Management
• Accounts Receivable/Payable Management
• Bill Paying
• Bank Reconciling
• Financial Consultation & Assessment
• Marketing/Purchasing Consultation
• Corporate/Personal Taxes
Levels of Service to Our Clients
Our Client-Customized services will provide assistance and enable you to organize your finances and realize what it will take to bring you to the next level in your business. We will work closely with you as your accountant and bookkeeper by preparing customized reports that work for your particular company.
We offer 3 basic levels of service to our clients by customizing each level of service to your business’s needs:
1. Essential ~ Balancing bank statements monthly, entering and balancing credit card accounts, putting all information into a QuickBooks program file, preparation of quarterly reports and end of year financials to help you and your accountant prepare accurate income tax returns.
2. Preferred ~ Along with the Essential service plan, this level offers bill paying, invoicing of clients/customers, online reporting, and quarterly meetings to discuss financial status.
3. Premier ~ Our full-service plan, which includes all of the above services, along with debt collection, payroll services, monitoring of all credit card charges and interest percentages, year-end depreciation and adjusting entries, negotiating with vendors, and all other related bookkeeping duties.
*With each of these plans, we utilize a state of the art backup system, where all of your data is stored, off-site, to ensure safety and security.*
~Please call us today to find out more information about our competitive fee structure and allow us to guide you and your business to financial freedom!~