Accounts Receivable

  • Client database setup
  • Prepare invoices
  • Apply receipts against invoices
  • Aging reports
  • A/R management & collections

Accounts Payable

  • Vendor database setup
  • Record vendor invoices
  • Schedule payments
  • Aging reports
  • Vendor statement reconciliation

General Accounting

  • Enter daily/monthly transactions
  • Account reconciliations
  • Balance Sheet Statement
  • Profit & Loss Statement
  • Sales & Use Tax
  • Budget & Planning


  • Payroll processing with paper check and/or direct deposit
  • Submit payroll tax payments
  • Quarterly/annual payroll tax returns
  • W-2 preparation

Quickbooks & Xero Training

We can provide the inital set up of Quickbooks or Xero and train your team as a group or one on one.

Business Management

We can assist with state paperwork to set up your entity and manage annual renewals to ensure you stay compliant.