ACCOUNTING SERVICES
- Accounts Payable Management
Streamlined processing of invoices, vendor payments, and expense tracking. - Accounts Receivable Management
Ensuring timely invoicing and collections to improve cash flow. - Sales Tax Processing
Manage the preparation and filing of monthly, quarterly or annual sales tax returns to ensure timely compliance with state regulations. - Bank Reconciliations
Regular reconciliation of bank accounts to ensure accuracy and detect discrepancies. - Month-End Close
Overseeing month-end closing activities to ensure timely financial reporting. - Financial Statement Preparation
Preparation of balance sheets, income statements, and cash flow reports for better decision-making.
PAYROLL AND BENEFITS
- Employee Onboarding
Comprehensive setup of new hires, including tax forms, benefits enrollment, and system integration. - Digital File Set-Up and Maintenance
Organizing and maintaining employee payroll and benefits records in a secure, digital format. - Payroll Processing
Accurate payroll management, including wage calculation, tax withholdings, and timely disbursements. - Benefit Administration
Managing employee benefits such as health insurance, retirement plans, and PTO tracking. - Workers Compensation Audits
Assisting businesses with preparing for and managing workers' compensation audits to ensure compliance.
STRATEGIC CONSULTING
- Business Financial Consulting
Providing expert advice on budgeting, financial strategy, and operational improvements to drive growth. - Modeling and Financial Forecasting
Creating financial models and forecasts to help businesses plan for the future. - Cash Flow Analysis and Optimization
Detailed analysis of cash flow to identify opportunities for improvement and ensuring long-term stability. - 401(k) Plan Administration
Managing company-sponsored retirement plans, including compliance and reporting requirements.
CORE SYSTEMS IMPLEMENTATION
- Accounting Software Implementation
Helping businesses select and implement the best accounting software, including QuickBooks and other industry-specific solutions. - Payroll Software Implementation
Implementing payroll systems like ADP Workforce Now to ensure smooth operations and compliance. - Point of Sale (POS) System Integration
Integrating POS systems with accounting software for seamless transaction tracking and reporting. - Automation Services
Leveraging technology to automate accounts payable, payroll, and other financial processes to improve efficiency.
TRAINING SERVICES
- New Employee Onboarding
Comprehensive training for new hires to understand accounting processes, software, and compliance policies. - Upskilling for Accounting Teams
Advanced training sessions for current employees to improve skills in accounting, financial software, and best practices. - Financial Literacy Training for Business Owners
Empowering business owners to understand financial statements, budgeting, and cash flow management. - Software Training
In-depth training on using specific accounting, payroll, and point-of-sale software to enhance productivity.