TAX, ACCOUNTING & BOOKKEEPING FOR INDIVIDUALS & BUSINESSES

Bookkeeping

Exemplary bookkeeping is the foundation of financial analysis of your business—without valid data, no reporting will be accurate. And with valid data, numerous technology-friendly tools exist to assist you in evaluating your business’ strengths and weaknesses, and charting a path forward.

Bookkeeping needs can be great or small, depending upon the transaction-complexity of your business and your target goals.  At the starting end, we work with new businesses, independent contractors and start-ups who may need as little as a few hours per month of guidance and assistance. For more complex businesses we’re used to handling involved situations (inventory management, multi-state allocations, cash tip accounting, etc.) and our experienced team will make sure your books are in good shape for any needs you may have. You can move forward when you’re ready to move forward, and we’ll be with you every step of the way.

We provide bookkeeping services for small- to mid-sized businesses to help you track:

  • Cash flows
  • Income and expenses
  • Invoicing
  • Sales taxes
  • 1099 filings
  • Inventory management
  • Charts of accounts
  • Cash management
  • General ledger entries
  • Balance sheets, profit and loss statements
  • Coordination with payroll services

We use your preferred software, you name it.

We work with the system you prefer, as our team has become quite self-sufficient in a plethora of software, for your convenience. We’ve worked with major accounting software packages, including, but not limited to:

  • QuickBooks (desktop and online versions)
  • Xero
  • Wave
  • Freshbooks

Most commonly we work with online interfaces, as they provide convenience and time efficiency for both us and you, but we do have clients using ‘legacy’ desktop versions and are more than happy to accommodate.

For Larger Clients

We keep your business running cleanly and clearly to help you keep track of your invoicing and cash flow, and we provide you with the necessary data to run analytic tools on your profitability, fiscal health, margins by business line, inventory management, etc. Multi-state businesses require special tracking to ensure accurate apportionment for tax purposes, payroll, and sales tax. We can help sort through mult-state sales tax enrollment and reporting, along with payroll, independent contractors, etc. Some businesses want assistance with time tracking, budgeting, trend analysis, and other matters that can best serve their needs. Sales, inventory, refunds, and cost accounting are critical aspects of many businesses, and optimal bookkeeping helps you keep track of where you stand and where your business can best grow. We’re happy to help!