Accounting & Business Services

Accounting Services

Accounting services can be provided for both manual and computerized accounting systems.  We can provide such services on a monthly, quarterly, semi-annual, and annual basis.

Manual system accounting services:

• Processing client's manually written checks & deposits into our accounting software
• Reconciling checking and savings accounts
• Generating a Cash Flow Statement
• Generating a Balance Sheet
• Generating an Income Statement
• Generating a Detailed Trial Balance
• Quarterly preparation of business critical numbers and forecasting
• Communication with client about significant accounting adjustments   
• Reconciling and preparing quarterly payroll tax returns
• Preparation of sales tax returns

Computerized system accounting services:

• Reconciling checking and savings accounts
• Review of client financial statements for reasonableness
• Quarterly preparation of business critical numbers and forecasting
• Communication with client about significant accounting adjustments   
• Reconciling and preparing quarterly payroll tax returns
• Preparation of sales tax returns

We provide unlimited telephone access at no additional cost for general questions. 

Additional services:

• Annual Report for Incorporated businesses
• Corporate Minutes for Incorporated businesses
• Year end payroll reports (W-2's, etc)
• Simple retirement planning
• SBA and bank financing packages
• Accounting software purchasing, training, and ongoing support