Services
What We do
Bookkeeping Services
Recording Financial Transactions
We are responsible for recording all financial transactions, such as sales, purchases, receipts, and payments, in a systematic and organized manner.
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We match bank statements with the company’s own records to ensure that all transactions are accounted for.
We keep track of amounts owed to your company by customers (receivable) and amounts owed by your company to suppliers (payable).
We assist with payroll processing, including calculating paychecks and paying taxes.
We perform a series of steps to close the books on a monthly basis to ensure that the financial records of your business are accurate and up to date.
We manage accounts and ledgers to ensure that all financial transactions are recorded and stored in an organized manner within your accounting platform and make sure that it is tailored to your business.
Accounting Advisory Services
Financial Management and Consulting
We provide general financial management advice and consulting services to help your business improve its financial practices.
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We provide financial statements and reports to stakeholders such as owners, investors, and lenders, that show the financial health of your company.
We track cash inflows and outflows to help your business maintain a healthy cash flow and make informed decisions about spending.
We work with you to help you create a budget for your business and track your progress towards meeting your financial goals.
We work hand in hand with your Accountant to ensure a seamless audit and tax preparation process.
We are experts in 1099 preparation and filing processes and will make sure that your vendors receive their 1099 forms timely and meet the IRS deadline.
Comprehensive Bookkeeping Training Course
Course Modules
- Understanding the role of bookkeeping in financial management
- Differentiating bookkeeping and accounting
- Key concepts and terminology in bookkeeping
- Double-entry accounting system
- The accounting equation
- Assets, liabilities, equity, income and expenses
- Source documents and their importance
- Journal entries and general ledger
- Cash and accrual basis of accounting
- Creating an effective chart of accounts
- Balance sheet, income statement, and cash flow statement
- Understanding financial ratios
- Managing accounts payable
- Invoicing and tracking accounts receivable
- Reconciling statements and collections
- Calculating and processing payroll
- Withholding taxes and deductions
- Employee benefits and statutory requirements
- Performing bank reconciliations
- Analyzing financial statements
- Identifying trends and making informed decisions
- Creating budgets and forecasts
- Variance analysis and corrective actions
- Budgeting for different business types
Upon completing this training course, you will be equipped with the skills needed to perform bookkeeping tasks accurately, maintain organized financial records, and contribute to informed financial decision-making.
Note: This course includes Quickbooks Online training as well.
We would like to get to know you
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If you are interested in expert help with your bookkeeping and the financial well-being of your business
