Review & Clean-up
Additional Info/Services
Monthly Maintenance
- Review and organize past financial records for accuracy and completeness
- Reconcile bank, credit card, and loan accounts for prior periods
- Identify and correct errors or inconsistencies in financial data
- Categorize historical transactions to ensure accurate reporting
- Update and streamline bookkeeping systems for better financial management
- Work
- Review and organize past financial records for accuracy and completeness
- Reconcile bank, credit card, and loan accounts for prior periods
- Identify and correct errors or inconsistencies in financial data
- Categorize historical transactions to ensure accurate reporting
- Update and streamline bookkeeping systems for better financial management
- Work with tax professionals to address past-due filings and compliance issues
- Investigate and assess status and compliance with federal, state, and municipal entities (eg filing status, overdue amounts, out of date registrations)
Monthly Maintenance
Additional Info/Services
Monthly Maintenance
- Quickbooks Setup & Integration
- Transaction Recording & Categorization
- Bank & Credit Card Reconciliation
- Financial Reporting & Statements
- Compliance & Audit Support
- Set up and process payroll through payroll provider
- Assist in selecting employee benefits packages
- Facilitate enrollment and ensure compliance with benefits regulations
- Manage benefit
- Quickbooks Setup & Integration
- Transaction Recording & Categorization
- Bank & Credit Card Reconciliation
- Financial Reporting & Statements
- Compliance & Audit Support
- Set up and process payroll through payroll provider
- Assist in selecting employee benefits packages
- Facilitate enrollment and ensure compliance with benefits regulations
- Manage benefits deductions and employer contributions within payroll systems
- Prepare, file and distribute 1099 forms for contractors/vendors
- Communicate with contractors and vendors to obtain W9's
- Create and maintain monthly, quarterly and/or annual budgets
- Generate invoices and track outstanding payments
- Manage AP/AR
- Schedule and process bill payments
Additional Info/Services
Additional Info/Services
Additional Info/Services
- Certified Intuit QuickBooks Professional Advisor
- Business Formation Services: LLC Setup, Business Licensing & Regulatory Compliance
- Registered agent services to ensure annual/bi-annual compliance
- Certified Notary Public
- 15+ years experience in Finance and Operations