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Bookkeeping Services
- Monthly transaction categorization
- Bank and credit card reconciliation
- Chart of accounts setup and maintenance
- Profit & Loss statements
- Balance Sheets
- Cash Flow reports
- Clean-up and catch-up bookkeeping
- Migration to QuickBooks Online or Xero
- Custom reporting on request
Accounts Receivable (AR)
- Client invoicing and follow-up
- Payment tracking and posting
- Customer aging reports
- Collection email reminders
- Receivables reconciliation
Accounts Payable (AP)
- Vendor bill entry and scheduling
- Payment processing
- Vendor management
- Payables aging reports
- Expense categorization
Payroll Processing
- Payroll setup on Gusto, QuickBooks, ADP or other platforms
- Monthly, weekly or bi-weekly payroll runs
- Employee and contractor onboarding
- 401k and Benefits submission
- Payroll liability tracking
- Year-end W-2 and 1099 support
Financial Insights & Advisory
- SOP creation
- Monthly financial review meetings
- Budget tracking and variance reporting
- KPI dashboards and performance summaries
- Strategic recommendations for process improvements
Data Analytics & Reporting
- Custom dashboards in Power BI (financial & operational)
- Data modeling using Power Query and Power BI
- Interactive visual reports for trends and performance
- Integration of accounting data with other tools (e.g., Excel, Google Sheets, CRMs)
- Ad hoc analysis for strategic decision-making