Consultation |
| | Personal discussion of your financial statements or other business matters is available when you need it and we are as close as your phone. |
| Balance Sheet |
| | Available when needed. It summarizes your total business assets, liabilities and net worth at a given point in time so you can make decisions about capital expenditures, how to improve profits. Necessary for bank loans and if you wish to establish credit. |
| Monthly Operating Statements |
| | A monthly breakdown of sales, cost of sales and expenses (profit and loss) for the current month, and a total for all the months of the year to date. Percentages for both help you compare performance to the previous year and spot problem areas so you can take immediate action. |
| Payroll |
| | Full payroll service along with quraterly and yearend reports which cover all 941 reporting and W2 at the year end. |
| Detailed General Ledgers |
| | A record of the dates, check numbers, payees and amounts of all expenses within each of your business accounts for the month and the year to date. |
| Bank Reconciliation |
| | A proving out of the bank’s figures with your checkbook balance each month to insure you are working with the correct totals. |
| Complete Tax Planning and Preparation |
| | Federal, state, local taxes covering sales tax and unemployment tax. Social security taxes, income taxes and franchise taxes, if applicable - we prepare and maintain whatever is necessary to protect your interest, save you valuable time. |
Optional Services |
| Accounts Payable and 1099 reporting. |
| | Using an outside service could save you from having to hire a full charge bookkeeper. |
| Key Benefits |
| |  | Professional Services | | Good Tax Planning | | Personal Attention |
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