Bookkeeping
Including general ledger, trial balance, journal entries, cash receipts, disbursements, journals and bank reconciliations.
Finance
Cash management: liaison with clients, accountant, insurance companies and banks reviewing all schedules to assure accuracy.
Accounts Receivable & Payable
Analyzing vendor bills and statements; monthly client billing with expense recovery; collections, billing and time entries.
Payroll
Prepare payroll, quarterly reports and all payroll taxes and their payments.
Tax Write-ups
Properly record financial information so your Tax Accountant can complete and file taxes.
Software
Quicken, QuickBooks (Desktop, Online, Enterprise and Advanced), Juris, Real World & Lytec.
Ideal for firms that don't require someone every day.
Other Successful Experiences
We start and continue to run bookkeeping and accounting systems for various types of clients utilizing both manual and digital systems (on Journals, Ledgers, PCs and Macs).
Modern Systems
We remain up-to-date with all bookkeeping and accounting software and systems to ensure you the latest in efficiency and reporting possibilities.
Legacy Systems
With nearly three decades of experience, in now older systems, we are still adept and practiced in those not-so-modern but still effective structures.
Hybrid Systems
Accounting systems, old and new, are diverse and we are comfortable with those evolving, transitioning and otherwise different accounting systems.
Payroll Periods
Accounting Systems
Million Entries
Pots of Coffee
Training
We can train you and your staff in basic accounting practices and in using modern software such as QuickBooks Pro and Quicken.
Quicken
Learn all aspects of Quicken.
QuickBooks
We teach all versions QuickBooks.
Basic Accounting
Learn Basic Accounting principles.
