• Financial Statements:

  • Balance Sheet

  • Income Statement

  • Statement of Cash Flows​

• ​Payroll (using 3rd party)

  • ​Weekly, Bi-weekly, Monthly

  • Be a contact for your team members​

  • Verification of employment

• ​Accounts Payable:

  • Auto pay via ACH, EFT, Check, Credit Card

  • I write the checks electronically; you sign and mail​

• Accounts Receivable​​​

• Sales Tax and Use Tax and annual return (Form 5081)​

• Bank Reconciliations​​​

• Accounting for 3rd party delivery services in restaurants and other businesses​​​​

• FTE​

• BOI reporting/updates​

• Unemployment​

• Chargebacks​

• ​Census Reporting​​

• Balance Sheet Reconciliation

• Important I-9 knowledge​

• Personal Property Tax Statements

• Property Tax Statements​

• Small business property tax exemption claims​

• Prior year(s) and/or current year clean up or catch up ​

• End of year​ details

• 1099s

• Your finances organized and Tax Ready!

• Audits:

  • Audits happen - but you don’t have to face them alone. I’ll work with your auditor every step of the way!

  • W/C, I9s, Sales Tax, etc.

  • Keep your records accurate and audit-ready! I can perform in-house audits to make sure your books are in order.

• Don’t see what you’re looking for? Contact me — I’m happy to discuss your specific needs.

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