Accounting Tax Forms

Starter

Track income & expenses

Capture & organize receipts

Post & apply bank deposits

Monthly bank account reconciliation

QuickBooks Online subscription

  • Initial setup

  • Setup chart of accounts

  • Preferences

Business Meeting

Pro

Track income & expenses

Capture & organize receipts

Post & apply bank deposits

Monthly bank account reconciliation

Manage 1099 contractors

Monthly credit card reconciliation

Prepare and send customer invoices

Process and pay vendor invoices

QuickBooks Online subscription

  • Initial setup

  • Setup chart of accounts

  • Preferences

  • Customize invoices with logo

  • Setup vendors

  • Setup clients & employees

Accounting Software

VIP

Track income & expenses

Capture & organize receipts

Post & apply bank deposits

Monthly bank account reconciliation

Manage 1099 contractors

Monthly credit card reconciliation

Prepare and send customer invoices

Process and pay vendor invoices

Review A/R aging and collections

Prep of monthly financial reports

  • Balance sheet

  • Income statement

  • Profit & loss statement

  • Cash flow statement

QuickBooks Online subscription

  • Initial setup

  • Setup chart of accounts

  • Preferences

  • Customize invoices with logo

  • Setup vendors

  • Setup clients & employees

Business Office

Additional Services

  • Payroll processing 

    • Ensure employees are properly documented​

    • Verify and code timesheets and hours worked

    • Calculate employee salaries, deductions, and contributions

    • Track paid and sick time-off 

    • Process and distribute paychecks 

  • Preparation of Employee W-2's 

  • Submission of 1099's to the IRS