Bookkeeping
Tax-oriented or added insightUs
- Organize business activity, check account balances, and prepare monthly financial reports.
- Provide more detailed reporting and financial analysis to help you understand the results.
You
- Maintain connections and provide accurate records.
- Review reports, answer questions, and make business decisions.
Payroll
Limited or full scopeUs
- Set up employee records and process approved pay details.
- Handle routine payroll tax filings through included payroll software.
You
- Provide accurate employee information and pay details.
- Approve pay information and make employment decisions.
Sales Tax
Filing and payment supportUs
- Prepare and file routine sales tax returns from your records.
- Coordinate the filing schedule and required payments.
You
- Maintain registrations and provide complete sales records.
- Approve filings and provide the information and funds needed.
Client Invoice Management
Client-operated or managedUs
- Prepare and send invoices, record payments, and review unpaid items.
You
- Provide accurate billing details.
- Approve changes and refunds.
Vendor Bill Management
Client-operated or managedUs
- Organize vendor bills and receipts, then schedule approved payments.
- Review vendor balances and follow up on missing records.
You
- Verify vendors and purchases, and keep your business receipts.
- Approve payments and provide missing information.
Other Add-On Services
Planning, reporting or catch-upUs
- Prepare forecasts, budgets, business performance reports, and other additional accounting work.
You
- Choose the additional help you need.
- Provide the records and decisions needed for that work.