Bookkeeping Services
Regular Bookkeeping:
We meticulously handle your financial statements including bank, credit card, loan, and other liabilities. We categorize transactions accurately and reconcile statements regularly. While we recommend monthly bookkeeping, quarterly services are available for clients with minimal statement activity.
Detailed Reviews:
After each bookkeeping period, we review your accounts to ensure accurate categorization, vendor tracking for W9 forms as needed, and identify opportunities for efficiency improvements. Clear communication of our activities keeps you informed every step of the way.
Financial Insight:
Quarterly reviews help monitor your liabilities’ direction and ensure your monthly obligations are met without oversight. We keep an eye out for any anomalies, like uncashed rent checks, to keep your financials on track.
QuickBooks Services
QuickBooks Set-up:
Starting fresh with QuickBooks? Let us set up your accounts tailored to your business needs, ensuring your chart of accounts reflects your business activities accurately.
QuickBooks Discounts:
Don’t have QuickBooks yet? We offer discounted billing for QuickBooks Desktop and QuickBooks Online.
Training and Support:
Need guidance navigating QuickBooks? We provide training on workflows from estimates to payments, covering accounts payable/receivable, reconciliations, and payroll.
Analysis and Restructuring:
Nervous about restructuring your current QuickBooks setup? We analyze, suggest, and implement changes to optimize your Profit and Loss statements, customer/vendor management, and associated categories.
Additional Services
- Payroll Submission: Seamless payroll submission via your preferred provider.
- Accounts Payable: Accurate bill payments recorded in QuickBooks.
- Annual Report Filing: Timely filing of Massachusetts Corporations Annual Report.
- 1099 Processing: Efficient processing of 1099 NEC or MISC forms.
- Year-End Packages: Your CPA’s best friend! Consolidate tax information to streamline CPA processes.
- Audit Support: Assistance during audits including Workers’ Comp, Liability, Unemployment, and IRS audits.
- Tax Time Support: Review of books before CPA submission, recommended bi-annually.