Bookkeeping and Software Troubleshooting
We are QuickBook advisors that can help you in those frustrating moments to help ease your mind. This troubleshooting also expands to other accounting software’s to where if you need help in an accounting issue at hand, let us know and we can get it corrected for you.
Transition in software’s we can perform. The most common has been entities changing from QuickBooks desktop to QBO (QuickBooks Online).
We handle the bookkeeping from sole proprietors, corporations to government entities. Other entities we handle the bank reconciliations for them while other instances we do quarterly general ledger reviews. If unsure, I will review with you and see what makes sense for both parties.
Payroll Preparation
Our payroll department handles the weekly, biweekly, semimonthly or monthly responsibilities you have towards your employees and government agencies. We work with you and your staff to get direct deposit setup along with employee portal that has access to their paystubs and government documents. We handle all payroll deposits, W-2s, payroll quarterly tax returns.
At yearend, we can prepare your 1099 responsibilities to proper governmental agencies and to the recipient.
Tax Preparation and Business Consulting
We handle all your individual tax needs whether it is preparation, estimates or projections to help in planning.
Businesses we prepare all different type of returns. One of our biggest assistances with businesses is tax planning. There are opportunities as the year progresses to have us review your books and see what makes sense for the last months of the year to ensure your deductions or decisions are maxed to best money saving decision.
Nonprofit filings have become a significant part of the company. We prepare a lot of 990 and 990ezs, BCOs with the respective agencies. Consulting ranges amongst all aspects of the company as it can range from payroll, business preparation, internal controls review, individual tax planning, bookkeeping with multiple of these items at once. Typically, setup a business consult meeting us as we iron out what we can do to help.
Attestation Engagements – Audits, Reviews, Compilations, Agreed Upon Procedures
These engagements all can have their unique characteristics and legal requirements. The attention to detail is the key and proper continuing education to stay up on providing the proper financial statements or report. We attend AICPA and PICPA events on a continual basis to ensure proper knowledge is obtained and applied to the engagements.
For audits, we perform single audits, yellowbook audits, governmental and nonprofit audits. These audits vary, we perform most remotely with items uploaded or dropped off at our offices or we still do fieldwork for audits. See testimonial from an audit client.
Reviewed or compiled financial statements are performed based on the type of entity and basis of accounting.
Agreed Upon Procedures are discussed with the entity and the procedures are determined between us and the client on what is to be done. Majority of the time, a written report is provided for this engagement.