What We Do

Task Services

Office organization & maintenance
Software consultation
Bookkeeping (clean-up, set-up & maintenance)
Accounts payable/receivable evaluation & maintenance
Tax compliant/IRS accountable status
Account system integration
Financial reporting & analysis generation
Benefits administration
Database for back office accounts
Business and financial advice

Quickbooks Paperless Services

Attach scanned source documents to any of the 26 different QuickBooks transactions
File and retrieve documents from within Quickbooks
Eliminate cost of filing and storing documents physically and create a paperless office
Save time retrieving documents - no more searching for folders or documents
Avoid problems with misfiled, damaged, and lost documents

Staff Dynamics

Senior Account Rep
Office evaluation
Initiation of organizational system
Communication with accounting & support staff
Generation of reports & reviews
Monthly reconciliation

Account Rep

Implement infrastructure with client
Maintain all bookkeeping functions
Generate month-end financial reports
Act as a liaison between client and accountant
Development and upkeep of client procedures manual
Research and create insurance, tax, loan & investment schedules
Administer payroll
Archive records according to tax laws

Software Expertise

Accounting Software
QuickBooks
MYOB
Peachtree
Quicken
Spreadsheet Software