I offer a range of bookkeeping, payroll, financial reporting, and compliance support services to help business owners stay informed, organized, and prepared.

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Bookkeeping and Financial Reporting
• Monthly bookkeeping
• Balance Sheet
• Income Statement
• Statement of Cash Flows
• Monthly or quarterly financial statements
• Bank reconciliations
• Credit card reconciliations
• Cleanup and catch-up work, including prior year/s bookkeeping

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Payroll Services
• Weekly, bi-weekly, and monthly payroll
• Payroll support

• Employee setup

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Accounts Payable and Receivable
• Accounts payable
• Accounts receivable
• Bill payment by ACH, EFT, check, or credit card
• Check preparation and mailing

• Check preparation, with checks sent electronically to clients for printing, signature, and mailing

• Invoicing and payment support

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Tax and Compliance Support
• Sales and use tax return preparation, including the 5081 annual filings
• 1099 preparation and filing
• Unemployment reporting
• Personal property tax statements
• Property tax exemption form 5076
• Small business property tax exemption claims

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Additional Support

• Audit preparation support, including coordination with your auditor
• Internal audit support
• Need something different or additional? Just ask

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Not sure exactly what you need? Feel free to contact me to discuss the services that may be the best fit for your business. I would be happy to schedule a meeting with you!

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