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Tell us about yourself and your business!

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Full-Charge Bookkeeping

Your full-charge bookkeeper is responsible for entry of accounting transactions: vendor bills, customer invoices, bill payments, customer payments and deposits, other disbursements and withdrawals. The bookkeeper maintains complete and up-to-date detailed accounts receivable, accounts payable and cash account ledgers and provides monthly, quarterly, or annual reports on these and other critical areas of business management. The bookkeeper either processes payroll or makes the necessary entries to record payroll processed by a third-party provider. In either case, payroll entries will include complete recording of gross wages, employer tax and other payroll expenses, including employee or shareholder benefits, and payroll liabilities.

• Accounts payable (bills and payments)
• Accounts receivables (invoices and collection)
• Daily General ledger maintenance
• Timecard entry (payroll processing)
• Expense classification
• Sales commissions
• Sales and use tax filing
• Bank account reconciliation
• Credit card reconciliation
• Third party payment processing reconciliation


  • Budgeting & Forecasting

  • Financial statements 

  • Custom Reporting & Compliance (State and Local)

  • Inventory management

  • Fixed asset management

  • Payroll assistance & EOY W2 & 1099 processing

  • Coordinating with your CPA or tax adviser

  • Examining financial statements, including Balance sheet and review

  • Compute taxes owed, prepare tax returns, and send reminders that estimated payments are due

  • Inspect account books and accounting systems for efficiency and use of accepted accounting procedures

  • Organize, analyze, and maintain financial records

  • Assess financial operations, identify risks and challenges, and make best-practices recommendations to management

  • Suggest ways to reduce costs, enhance revenues, and improve profits

• Balance Sheet - Monthly/Quarterly/Annually
• Profit and Loss Statement – Monthly/Quarterly/Annually
• Cash Flow Statement
• Accounts Receivable Aging
• Accounts Payable Aging
• Prepaid & Accrued Expenses by Vendor
• Deferred Revenue by Customer
• General Ledger

• Customized Reports (Based on business needs).

How can we help you?

  • Business Start-Up Assistance 

  • Accounting Software Transfer & Support

  • QuickBooks Online Support, Set-up, Training, & Discounts

  • Full Charge Bookkeeping (See above for examples)

  • Payroll Preparation & Filing

  • Tax Return Preparation (Federal & State)

  • Tax Compliance (Federal & State Income, Sales & Use, Payroll, Personal Property, etc.)

  • File Reports at the City, County, State or Federal Level

  • Reminders about monthly, quarterly, or annual report filing requirements

  • 24/7 Access to your documents on our secure portal

  • Open communication with your Bookkeeper or Accountant

Click here or Call today to set up an appointment! 

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