Our Services

Bookkeeping

QuickBooks Onine or Waveapps Bookkeeping  packages tailored to your needs and goals. Monthly or Quarterly packages.

  • Daily transactions verified and posted to proper tax-related accounts
  • Reconciliation of all accounts monthly
  • Monthly General Ledger review
  • Monthly preparation of Profit and Loss, Balance Sheet, and Cash Flow statements
  • Payroll and Sales Tax filings in compliance
  • Online CRM Keeper software incorporates E-mail communication, a filing system, and tasks. Client portal preview here. 
  • Collaborate with existing CPA and lawyer(s)
  • Payroll Support through your provider or Gusto
  • Accounts Receivable/ Accounts Payable reporting
  • Bill paying services
  • QuickBooks integration with most software for ease of reporting

1:1 Coaching Sessions

  • Small Business QuickBooks Online software
  • Business Start-up consulting
  • Career changes – Make a smart strategy
  • Customer Service – Over 15 years Experience
  • Time Management

HR & Staff Development

Assistance with refining your company policies and procedures. You may already have a “system” in place for your employees but do you want it taken to the next level? Some services include:

  • Personal File Audits
  • Employee Handbooks
  • Employee Benefits Administration
  • Employee Classification (Exempt vs. Nonexempt)
  • FLSA and FMLA
  • Unemployment Compensation
  • Workers’ Compensation
  • Employee Conflict Resolution and Progressive Discipline Procedure
  • Employee Onboarding (a defined, comprehensive approach to orienting new hires and helping them become productive employees in a minimum amount of time).

Payroll and Benefits

Take Payroll and Benefits off your plate. They are handled efficiently through your existing provider or Gusto.

No need to worry about filing the proper paperwork. They handle all that and we ensure your employees have the proper deductions taken.

Fast processing and a variety of options to work with any of your payroll needs. (We also split a referral fee). 😉

Book your complimentary discovery call now!