WHAT WE OFFER
Our Services
WHAT WE OFFER
Our Services
Part time/interim controller
It is important to establish financial policies, procedures, controls, and reporting systems in order to maximize return on financial assets. We have expertise in the following areas:
- Managing Accounts Payable, Accounts Receivable, and payroll
- Establishing, coordinating, and administering a operating plan
- Helping you execute business plans on a daily basis
- Preparing regular financial reports for the management team
- Assisting in due diligence for your company’s capital
- Protecting assets through internal control and auditing
- Ensuring year end for preparing tax returns
Small business accounting services
We offer the full range of other accounting services to help keep your business running smoothly. Our services include:
- Monthly financial activity reviews
- Bank reconciliations
- Payroll tax preparation and review
- Budgets
- Sales tax consulting and preparation
Relations with your CPA
Business formation & startup
We have many years of experience in setting up new businesses in various industries. Many important decisions and financial commitments are involved in starting a new business. We can assist you as you start your new business or purchase an existing business in these areas or more:
- Deciding on the type of entity
- Applying for ID numbers with the various federal, state, and local authorities
- Creating a chart of accounts
- Linking to your financial institutions
- Training your accounting staff
MORE ON SMALL BUSINESS ACCOUNTING
Monthly Financial Activity
We can help with repetitive bookkeeping tasks to ensure you are managing your business and procedures at optimum levels. Your records will be up to date to you can make the managerial strategies for your health business. We will review and recommend process(es) and assist with implementation and maintenance. These give you timely business reporting, so you can act on a problem or seize an opportunity before it is too late. Monthly, we look at your financial position, so we can alert you to those areas that need your attention. Watching your bottom line can often help improve it.
Sales Tax and Preparation
Many of our clients are responsible for collecting and submitting sales taxes in many different municipalities. We can assist your company in the compilation of information and preparation of sales tax reports in an efficient and timely manner. We can also assist your staff in the proper interpretation of the very complex sales tax regulations.
Budgets
We can help you create a plan of action for the year. Throughout the year we can track the progress you are making toward your goals.
Payroll Tax Preparation & Review
We can set up your payroll schedule with QuickBooks Enhanced Payroll. Our staff is knowledgeable in the latest payroll regulations to assist you in preparation and/or review your payroll transactions. We reconcile the quarterly and annually information to prepare the following reports:
- Employer’s Quarterly Federal Tax Return (Form 941)
- Employer’s State Tax Return (various dependent on state requirement)
- Employer’s State Unemployment Return (various dependent on state requirement)
- Employer’s Annual Federal Unemployment (FUTA) Tax Return (Form 940)
- Wage and Tax Statement (Form W-2, Form W-3 and state required forms)
- Annual Miscellaneous Income (Form 1099-MISC and Form 1096)
Bank Reconciliations
We can reconcile your bank balance every month and advise you of any bank charges, bank errors, or arithmetic mistakes so you know your exact cash availability.
OUR TOP QUALITIES
This is what our customers say are our top qualities!
