Prepare, File, and Pay

Bank and credit card reconciliation is the process of comparing your account statements to the transactions in your bookkeeping system to ensure everything matches, is recorded correctly, and nothing is missing or duplicated. This step …

Accounts Payable Management ensures your bills, vendor invoices, and outgoing payments are organized, accurate, and paid on time. This includes tracking what your business owes, verifying charges, scheduling payments, and keeping vendor …

Accounts Receivable Management focuses on tracking the money owed to your business, ensuring invoices are sent accurately, payments are collected on time, and customer accounts stay up to date. This includes monitoring open invoices, …

Financial Reporting provides you with the key reports you need to understand your business’s performance and make informed decisions. This includes essential statements such as the Profit & Loss, Balance Sheet, and Cash Flow …

Transaction categorizing is the process of reviewing every income and expense in your accounts and assigning each one to the correct category so your financial reports are accurate, meaningful, and tax-ready. Proper categorization ensures …

Setup new employees by collecting all necessary information & documents; following state reporting requirements.

Setup & run the payroll on scheduled times set in advance. Once a recurring schedule is set by you, we will setup payroll to match your needs.

Payroll Processing handles the full cycle of paying your employees accurately and on time—whether your business runs payroll biweekly, weekly, or monthly. This includes calculating wages, managing withholdings and deductions, processing …