Monthly bank and credit card reconciliations and a financial statement review
This is a good option for small businesses who employ a bookkeeper that may need a mentor/trainer and/or someone to review their work to ensure accuracy and compliance.
Monthly preparation of a budget-to-actual and/or monthly-to-annual cashflow spreadsheet.
Preparation, filing, and setting up payments for sales tax returns.
Payroll set-up, processing, and compliance
Preparation and filing of Partnerships and S-Corporation Returns
Preparation of individual tax returns for small business clients.
For the small business owners who want to do the bookkeeping themselves.
Research, onboarding, contract work