Back Office People - Services

ACCOUNTING / BOOKKEEPING SERVICES

Daily/Weekly/BiWeekly

- Payroll, Bills, Invoicing, General Bookkeeping

- Accounts Payable, Billing and Invoicing

- Accounts Receivable

Monthly

- Financial Statement Preparation & Reporting

- Credit Card and Bank Statement Reconciliation

- Accounts Payable and Accounts Receivable Analysis

- Review Quarterly Forecasts and Results

- Payroll

QUICKBOOKS ANALYSIS AND CUSTOMIZATION

- QuickBooks and Quicken Training

- Customize Invoice, Estimate forms to reflect your company image

- File review and clean up

- QuickBooks System Maintenance and File Backup

- Review of your financial reports monthly, quarterly or annually

- Troubleshoot any accounting or operational problems / concerns

- Audit current financial statements

- Work with remote CPA

- (FREE trial QuickBooks Software CD)

OFFICE MANAGEMENT

- Set up Workers Comp Insurance payment to sync with payroll

- Set up Filing Systems

- Set up SEP and 401(k) accounts

- Categorize Business Receipts and Expenditures

- Policy and Procedures creation, implementation, management

- Collections

Accounting is the language of business, and a company's success hinges on its ability to track and manage money well.

- Fixed Asset accounts set up

PAYROLL

- Service setup, training, administration, monitoring

- Implementation, management, year-end forms and reports

- Online Payroll does not require QuickBooks installation

Crescenta Valley Chamber of Commerce.org Certified QuickBooks ProAdvisor.com Certified QuickBooks ProAdvisor.com