- Banking – record payments and receipts, reconcile accounts
- Credit Cards – record charges and payments, reconcile accounts
- Accounts Payable – enter bills to be paid, process bill payments
- Payroll – process paychecks, payroll tax deposits, quarterly and annual payroll tax returns, and forms W2 and W3
- Financial Statement Analysis, Cash Flow Analysis, and Cost Cutting Analysis – review financial statements and provide feedback to you regarding the activity
- Cash to Accrual Financial Statement Conversion
- Audit Preparation and Interface
- Income Tax Projections – based on your projected income, are you paying enough taxes?
- Income Tax Return Processing and Filing
- Forms 1099 and 1096 Process and Filing
- Forms 571L Process and Filing
- Sales and Use Tax Returns – process returns and file with the CA BOE
- Budgets and Forecasting – estimate future income and expenses
- Entity Choice Discussions – is your company structured correctly?
- Training and Consulting for QuickBooks, Xero and Bill.com
- Paperless Filing – system set up and training
- Catch Up – update your accounting software, reconcile all of the bank, credit card, and loan accounts, and bring your financial statements up to date