Services

Start Up Businesses

Financing or SBA Loan Package Preparation

  • Business Plan
  • Collateral Statement
  • Cash Flow Budget
  • Earnings Budget
  • Financial Statement
  • Revenue & Expense Projection
  • Use of Funds Statement 
  • + More

Topics for Discussion

  • Financial Accounting and How Much Do You Need to Understand
  • Accounting Software, Business Applications, Business Forms
  • Understanding Whether Your Business is Required to Use Cash or Accrual Accounting Method
  • Understanding then Setting Up the Best Entity Type for Your Business: Sole Proprietorship, Partnership, LLC, S Corporation or C Corporation



Services for Established Businesses

Accounting Services

  • Cash to Accrual Conversions
  • COG Adjustments
  • Financial Statement Preparation
  • Fixed Asset Management and Depreciation
  • Financial Statement Preparation
  • General Ledger Adjusting Journal Entries
  • Inventory Quantity or Valuation Adjustment
  • Purchase or Sale of Assets
  • Reviews and Compilations 
  • Sales Tax Review and Preparation

Accounting Software Installation

  • Microsoft Accounting Professional 2008
  • QuickBooks Premier Accountant Edition 2007 or 2008

Bookkeeping Services

  • Accounts Payable Payment or Reconciliation
  • Accounts Receivable Billing or Reconciliation
  • Bank Reconciliations

Business Office Services

  • Process Mapping for Improvements
  • Training the Beginner to Intermediate on Excel
  • Training the Beginner to Intermediate on Access
  • Training the Beginner on Word
  • Writing Policies and Procedures

Complete Services  (Accounting + Bookkeeping)

Consulting Services

  • Accounting - Basic Training (for Owner or Business Partners)
  • Business Assessment and Industry Benchmarking
  • Business Plan 
  • Chart of Account Set-up within Accounting Software
  • Conversion from Manual Accounting Software System
  • Conversion from Another Source or Accounting Software System
  • Financing
    • SBA or Loan Package Preparation
    • Lending
  • Forecasting, Planning, or Budgets
  • Training on Accounting Software (Microsoft or QuickBooks)
  • Understanding, Set-up and Filing for the Best Business Entity Type for Your Business

Freelance Consulting for those One Time Critical Needs

Payroll Services (Federal & Any State)

  • 1099 or W-2 Preparation
  • Annual Payroll Reports
  • Direct Deposit*
  • Distribution of Expenses to Various General Ledger Accounts*
  • Paycheck Calculations
  • Payment of Payroll Related Taxes and Deductions
  • Quarterly Payroll Reports Preparation

    * Requires Large Scale Payroll Operation

 

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