Data entry
Document management
Customer billing (Accounts Receivable)
Vendor payment processing (Accounts Payable)
Catch-up bookkeeping
Bank and credit card reconciliation
Financial Statement Preparation
Monitor business income and expenses
Provide data to fulfill tax obligations
Strategize the company’s future
Set-up and run payroll automatically to pay employees on your schedule
Calculate and e-file payroll taxes to avoid tax penalties for inaccurate or late payments
Process payroll for various types of workers including contractors, exempt and non-exempt employees
Create and e-file W2, 1099-MISC and 1099-NEC forms
Maintain up-to-date information about employees
Scale payroll services to fit your organization as it grows and changes
Keep records for employees’ 401(K) plans
Manage your workers’ compensation policy
Establish controls to ensure the accounting and bookkeeping systems work properly
Verify financial records, because the cleaner the books, the better the advice
Analyze key financial documents, such as profit-and-loss statements
Open a dialogue with the client to understand their business and financial goals
Offer strategic business-finance advice based on hard data as solutions to complex financial challenges
Forecast business and fiscal trends to position a company for positive cash flow and a prosperous future
Keep up with the latest technology to remain competitive in your industry and protect against security gaps that hackers can exploit.
Provide ready access for multiple users in widespread locations, including your finance department and bookkeeper. This is especially advantageous for remote workers.
Link the accounts to financial establishments like banks, PayPal, and credit card companies for efficient bookkeeping and account reconciliation.
Store sensitive financial data securely with routine back-ups. You won’t lose data because of a hardware failure.
Analyze current business and financial system processes
Recommend an appropriate system design, business process, and workflow
Integrate business functions by linking bank, credit card, merchant services accounts, credit line, PayPal, and other financial accounts to track cash flow and reconcile accounts
Develop levels of administrative access so personnel in your organization can fulfill their duties without interruption
Create basic financial reports or complex custom-built reports by using QuickBooks Online software tools
Automate invoicing to save time and ensure that you never miss a month of a recurring invoice